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BSW Wealth Partners’s Amazon AMZN Stock Holding History

BSW Wealth Partners’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 		$6.65M Sell
27,902
-693
-2% -$174K 0.74% 25
2026
Q1 		$5.96M Buy
28,595
+3,123
+12% +$688K 0.73% 26
2025
Q4 		$5.88M Sell
25,472
-892
-3% -$204K 0.71% 27
2025
Q3 		$5.79M Sell
26,364
-4,865
-16% -$1.1M 0.72% 26
2025
Q2 		$6.85M Sell
31,229
-255
-0.8% -$50.5K 0.94% 22
2025
Q1 		$5.99M Sell
31,484
-1,270
-4% -$276K 0.91% 22
2024
Q4 		$7.19M Buy
+32,754
New +$6.7M 1.05% 17
2024
Q3 		– Sell
-29,087
Closed -$5.31M – 307
2024
Q2 		$5.62M Buy
29,087
+961
+3% +$177K 0.92% 23
2024
Q1 		$5.07M Buy
28,126
+1,479
+6% +$247K 0.86% 25
2023
Q4 		$4.05M Sell
26,647
-181
-0.7% -$25.4K 0.8% 23
2023
Q3 		$3.41M Buy
26,828
+1,483
+6% +$199K 0.76% 24
2023
Q2 		$3.3M Sell
25,345
-830
-3% -$94.8K 0.69% 24
2023
Q1 		$2.7M Buy
26,175
+6,128
+31% +$592K 0.55% 29
2022
Q4 		$1.68M Sell
20,047
-4,621
-19% -$456K 0.36% 42
2022
Q3 		$2.79M Sell
24,668
-324
-1% -$41K 0.68% 20
2022
Q2 		$2.65M Buy
24,992
+572
+2% +$71.6K 0.64% 24
2022
Q1 		$3.98M Buy
24,420
+2,600
+12% +$402K 1.01% 15
2021
Q4 		$3.64M Buy
21,820
+2,460
+13% +$421K 0.91% 17
2021
Q3 		$3.18M Sell
19,360
-3,140
-14% -$542K 0.89% 18
2021
Q2 		$3.87M Buy
22,500
+1,760
+8% +$293K 1.06% 17
2021
Q1 		$3.21M Buy
20,740
+4,960
+31% +$786K 0.93% 17
2020
Q4 		$2.57M Buy
15,780
+3,280
+26% +$523K 0.79% 24
2020
Q3 		$1.97M Buy
12,500
+560
+5% +$88.3K 0.74% 24
2020
Q2 		$1.65M Buy
11,940
+1,960
+20% +$237K 0.55% 31
2020
Q1 		$973K Buy
9,980
+940
+10% +$91K 0.4% 32
2019
Q4 		$835K Buy
+9,040
New +$800K 0.28% 38
2019
Q3 		– Sell
-7,600
Closed -$720K – 150
2019
Q2 		$720K Buy
7,600
+4,640
+157% +$432K 0.27% 42
2019
Q1 		$264K Buy
2,960
+240
+9% +$20K 0.1% 72
2018
Q4 		$204K Buy
2,720
+120
+5% +$9.98K 0.08% 85
2018
Q3 		$260K Sell
2,600
-20
-0.8% -$1.88K 0.1% 95
2018
Q2 		$223K Buy
+2,620
New +$208K 0.1% 79

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

BSW Wealth Partners's AMZN Position: Q2 2026 in Review

BSW Wealth Partners reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $174K and leaving 27,902 shares worth $6.65M. The position accounts for 0.74% of the portfolio, ranked #25.

BSW Wealth Partners first reported a position in AMZN in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.19M in Q4 2024. 1,375 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BSW Wealth Partners held 27,902 shares of Amazon worth $6.65M as of Q2 2026.
  • BSW Wealth Partners sold 693 Amazon shares in Q2 2026, an estimated $174K.
  • Amazon made up 0.74% of BSW Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • BSW Wealth Partners first reported a position in Amazon in Q2 2018 and has held it in 31 quarters since.
  • BSW Wealth Partners's Amazon position peaked at $7.19M in Q4 2024.
  • 1,375 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.