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Broadway Wealth Solutions’s Amazon AMZN Stock Holding History

Broadway Wealth Solutions’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
9,058
+180
+2% +$45.2K 1.01% 16
2026
Q1 		$1.85M Buy
8,878
+136
+2% +$29.9K 0.96% 18
2025
Q4 		$2.02M Sell
8,742
-256
-3% -$58.6K 1.08% 16
2025
Q3 		$1.98M Buy
8,998
+3
+0% +$679 1.11% 15
2025
Q2 		$1.97M Sell
8,995
-2
-0% -$396 1.23% 13
2025
Q1 		$1.71M Buy
8,997
+35
+0.4% +$7.59K 1.25% 13
2024
Q4 		$1.97M Buy
+8,962
New +$1.83M 1.49% 12

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Broadway Wealth Solutions's AMZN Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Amazon (AMZN) stake by 2% in Q2 2026, buying an estimated $45.2K and bringing the position to 9,058 shares worth $2.16M. The position accounts for 1.01% of the portfolio, ranked #16.

Broadway Wealth Solutions first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Broadway Wealth Solutions held 9,058 shares of Amazon worth $2.16M as of Q2 2026.
  • Broadway Wealth Solutions bought 180 Amazon shares in Q2 2026, an estimated $45.2K.
  • Amazon made up 1.01% of Broadway Wealth Solutions's portfolio in Q2 2026, its #16 holding.
  • Broadway Wealth Solutions first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.