Cogent Strategic Wealth’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$594K Hold
2,494
0.57% 32
2026
Q1
$519K Buy
2,494
+806
+48% +$177K 0.53% 33
2025
Q4
$404K Buy
+1,688
New +$386K 0.44% 33

Other funds holding AMZN

Cogent Strategic Wealth's AMZN Position: Q2 2026 in Review

Cogent Strategic Wealth held its Amazon (AMZN) position steady in Q2 2026 at 2,494 shares worth $594K. The position accounts for 0.57% of the portfolio, ranked #32.

Cogent Strategic Wealth first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cogent Strategic Wealth held 2,494 shares of Amazon worth $594K as of Q2 2026.
  • Cogent Strategic Wealth left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.57% of Cogent Strategic Wealth's portfolio in Q2 2026, its #32 holding.
  • Cogent Strategic Wealth first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cogent Strategic Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.