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Choice Wealth Advisors’s Amazon AMZN Stock Holding History

Choice Wealth Advisors’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 		$8.41M Buy
35,266
+2,970
+9% +$745K 2.95% 15
2026
Q1 		$6.73M Hold
32,296
– – 2.64% 15
2025
Q4 		$7.45M Buy
32,296
+664
+2% +$152K 2.95% 14
2025
Q3 		$6.95M Sell
31,632
-625
-2% -$141K 2.98% 14
2025
Q2 		$7.08M Buy
32,257
+50
+0.2% +$9.89K 3.2% 12
2025
Q1 		$6.13M Buy
32,207
+500
+2% +$109K 3.19% 13
2024
Q4 		$6.96M Sell
31,707
-520
-2% -$106K 3.55% 13
2024
Q3 		$6M Hold
32,227
– – 3% 13
2024
Q2 		$6.23M Sell
32,227
-90
-0.3% -$16.5K 3.3% 13
2024
Q1 		$5.83M Sell
32,317
-1,880
-5% -$314K 3.53% 12
2023
Q4 		$5.2M Sell
34,197
-256
-0.7% -$35.9K 3.22% 12
2023
Q3 		$4.38M Sell
34,453
-585
-2% -$78.4K 3.09% 13
2023
Q2 		$4.57M Sell
35,038
-728
-2% -$83.1K 3.11% 12
2023
Q1 		$3.69M Buy
35,766
+689
+2% +$66.6K 2.69% 13
2022
Q4 		$2.95M Buy
35,077
+100
+0.3% +$9.88K 2.21% 13
2022
Q3 		$3.95M Buy
34,977
+14,184
+68% +$1.79M 3.31% 12
2022
Q2 		$2.21M Sell
20,793
-12,887
-38% -$1.61M 1.79% 16
2022
Q1 		$5.35M Buy
33,680
+300
+0.9% +$46.4K 4.24% 7
2021
Q4 		$5.57M Sell
33,380
-3,660
-10% -$626K 4.09% 9
2021
Q3 		$6.08M Sell
37,040
-240
-0.6% -$41.4K 4.93% 9
2021
Q2 		$6.41M Sell
37,280
-15,000
-29% -$2.49M 4.61% 9
2021
Q1 		$8.09M Buy
52,280
+21,280
+69% +$3.37M 6.68% 7
2020
Q4 		$5.05M Buy
+31,000
New +$4.95M 4.56% 10

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Choice Wealth Advisors's AMZN Position: Q2 2026 in Review

Choice Wealth Advisors increased its Amazon (AMZN) stake by 9.2% in Q2 2026, buying an estimated $745K and bringing the position to 35,266 shares worth $8.41M. The position accounts for 2.95% of the portfolio, ranked #15.

Choice Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Choice Wealth Advisors held 35,266 shares of Amazon worth $8.41M as of Q2 2026.
  • Choice Wealth Advisors bought 2,970 Amazon shares in Q2 2026, an estimated $745K.
  • Amazon made up 2.95% of Choice Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Choice Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.