C1AG
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Client 1st Advisory Group’s Amazon AMZN Stock Holding History

Client 1st Advisory Group’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 		$2.58M Buy
10,831
+852
+9% +$214K 0.67% 29
2026
Q1 		$2.08M Buy
9,979
+1,056
+12% +$233K 0.63% 29
2025
Q4 		$2.06M Buy
8,923
+429
+5% +$98.2K 0.64% 27
2025
Q3 		$1.87M Buy
8,494
+868
+11% +$196K 0.62% 26
2025
Q2 		$1.67M Sell
7,626
-12
-0.2% -$2.38K 0.61% 26
2025
Q1 		$1.45M Buy
7,638
+10
+0.1% +$2.17K 0.57% 24
2024
Q4 		$1.67M Hold
7,628
– – 0.64% 22
2024
Q3 		$1.42M Buy
7,628
+44
+0.6% +$8.03K 0.56% 26
2024
Q2 		$1.47M Buy
7,584
+122
+2% +$22.4K 0.63% 24
2024
Q1 		$1.35M Buy
7,462
+697
+10% +$116K 0.6% 27
2023
Q4 		$1.03M Buy
6,765
+1,307
+24% +$183K 0.5% 29
2023
Q3 		$694K Buy
5,458
+2,500
+85% +$335K 0.37% 40
2023
Q2 		$386K Buy
2,958
+200
+7% +$22.8K 0.2% 66
2023
Q1 		$285K Sell
2,758
-1,020
-27% -$98.5K 0.15% 72
2022
Q4 		$317K Buy
3,778
+326
+9% +$32.2K 0.19% 60
2022
Q3 		$390K Buy
3,452
+632
+22% +$79.9K 0.24% 50
2022
Q2 		$300K Buy
2,820
+20
+0.7% +$2.5K 0.18% 61
2022
Q1 		$456K Buy
2,800
+1,100
+65% +$170K 0.22% 53
2021
Q4 		$283K Buy
1,700
+120
+8% +$20.5K 0.14% 62
2021
Q3 		$260K Buy
1,580
+120
+8% +$20.7K 0.13% 62
2021
Q2 		$251K Sell
1,460
-140
-9% -$23.3K 0.13% 62
2021
Q1 		$248K Sell
1,600
-340
-18% -$53.9K 0.14% 58
2020
Q4 		$301K Hold
1,940
– – 0.2% 39
2020
Q3 		$304K Sell
1,940
-20
-1% -$3.15K 0.21% 42
2020
Q2 		$299K Buy
+1,960
New +$237K 0.25% 42

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

Client 1st Advisory Group's AMZN Position: Q2 2026 in Review

Client 1st Advisory Group increased its Amazon (AMZN) stake by 8.5% in Q2 2026, buying an estimated $214K and bringing the position to 10,831 shares worth $2.58M. The position accounts for 0.67% of the portfolio, ranked #29.

Client 1st Advisory Group first reported a position in AMZN in Q2 2020 and has held it in 25 quarters since. 1,235 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Client 1st Advisory Group held 10,831 shares of Amazon worth $2.58M as of Q2 2026.
  • Client 1st Advisory Group bought 852 Amazon shares in Q2 2026, an estimated $214K.
  • Amazon made up 0.67% of Client 1st Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Client 1st Advisory Group first reported a position in Amazon in Q2 2020 and has held it in 25 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.