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Carlton Hofferkamp & Jenks Wealth Management’s Amazon AMZN Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$4.6M Sell
18,804
-412
-2% -$103K 1.48% 16
2026
Q1 		$5.02M Buy
19,216
+168
+0.9% +$37K 1.68% 15
2025
Q4 		$4.4M Sell
19,048
-194
-1% -$44.4K 1.47% 16
2025
Q3 		$4.37M Buy
19,242
+43
+0.2% +$9.73K 1.47% 16
2025
Q2 		$4.42M Buy
19,199
+155
+0.8% +$30.7K 1.6% 15
2025
Q1 		$3.32M Buy
19,044
+894
+5% +$194K 1.37% 21
2024
Q4 		$4.29M Sell
18,150
-169
-0.9% -$34.6K 1.58% 19
2024
Q3 		$3.59M Buy
18,319
+615
+3% +$112K 1.37% 19
2024
Q2 		$3.22M Buy
17,704
+22
+0.1% +$4.04K 1.26% 21
2024
Q1 		$3.07M Sell
17,682
-1,095
-6% -$183K 1.29% 21
2023
Q4 		$2.95M Buy
18,777
+87
+0.5% +$12.2K 1.23% 21
2023
Q3 		$2.27M Buy
18,690
+392
+2% +$52.5K 1.06% 23
2023
Q2 		$2.55M Sell
18,298
-288
-2% -$32.9K 1.12% 22
2023
Q1 		$2.05M Sell
18,586
-152
-0.8% -$14.7K 0.93% 26
2022
Q4 		$1.92M Sell
18,738
-378
-2% -$37.3K 0.84% 30
2022
Q3 		$2.28M Sell
19,116
-141
-0.7% -$17.8K 1.08% 23
2022
Q2 		$2.23M Sell
19,257
-143
-0.7% -$17.9K 1.02% 26
2022
Q1 		$3M Buy
19,400
+280
+1% +$43.3K 1.23% 19
2021
Q4 		$2.68M Buy
19,120
+220
+1% +$37.7K 1.13% 21
2021
Q3 		$3.3M Buy
18,900
+640
+4% +$110K 1.32% 17
2021
Q2 		$3.26M Buy
18,260
+700
+4% +$116K 1.41% 15
2021
Q1 		$3M Buy
17,560
+80
+0.5% +$12.7K 1.33% 19
2020
Q4 		$2.73M Sell
17,480
-100
-0.6% -$16K 1.34% 19
2020
Q3 		$2.76M Sell
17,580
-940
-5% -$148K 1.45% 15
2020
Q2 		$2.81M Sell
18,520
-1,300
-7% -$157K 1.6% 15
2020
Q1 		$2.35M Sell
19,820
-2,180
-10% -$211K 1.44% 19
2019
Q4 		$2.01M Buy
22,000
+980
+5% +$86.7K 1.13% 27
2019
Q3 		$1.81M Buy
21,020
+780
+4% +$72.3K 1.11% 26
2019
Q2 		$2.02M Sell
20,240
-220
-1% -$20.5K 1.22% 23
2019
Q1 		$1.82M Buy
20,460
+1,720
+9% +$143K 1.14% 23
2018
Q4 		$1.41M Hold
18,740
– – 1.01% 26
2018
Q3 		$1.88M Sell
18,740
-2,480
-12% -$233K 1.15% 22
2018
Q2 		$1.79M Sell
21,220
-1,180
-5% -$93.7K 1.15% 22
2018
Q1 		$1.6M Sell
22,400
-3,360
-13% -$240K 1.08% 23
2017
Q4 		$1.51M Buy
25,760
+860
+3% +$47.3K 0.94% 32
2017
Q3 		$1.2M Buy
24,900
+4,340
+21% +$213K 0.76% 38
2017
Q2 		$995K Buy
20,560
+2,520
+14% +$120K 0.68% 39
2017
Q1 		$799K Buy
+18,040
New +$752K 0.56% 47

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's AMZN Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $103K and leaving 18,804 shares worth $4.6M. The position accounts for 1.48% of the portfolio, ranked #16.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in AMZN in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.02M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 18,804 shares of Amazon worth $4.6M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 412 Amazon shares in Q2 2026, an estimated $103K.
  • Amazon made up 1.48% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Amazon in Q1 2017 and has held it in 38 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Amazon position peaked at $5.02M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.