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Confluence Wealth Services’s Amazon AMZN Stock Holding History

Confluence Wealth Services’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 		$11.3M Buy
47,283
+15,356
+48% +$3.85M 0.32% 48
2026
Q1 		$6.65M Buy
31,927
+5,508
+21% +$1.21M 0.26% 52
2025
Q4 		$6.1M Buy
26,419
+408
+2% +$93.3K 0.25% 56
2025
Q3 		$5.71M Buy
26,011
+1,984
+8% +$449K 0.28% 50
2025
Q2 		$5.27M Sell
24,027
-2,463
-9% -$487K 0.29% 50
2025
Q1 		$4.78M Buy
26,490
+3,234
+14% +$702K 0.3% 48
2024
Q4 		$5.47M Sell
23,256
-261
-1% -$53.4K 0.36% 41
2024
Q3 		$4.38M Sell
23,517
-3,243
-12% -$592K 0.32% 43
2024
Q2 		$5.17M Buy
26,760
+1,876
+8% +$345K 0.41% 35
2024
Q1 		$4.49M Buy
24,884
+5,665
+29% +$946K 0.4% 39
2023
Q4 		$2.92M Buy
19,219
+1,778
+10% +$249K 0.32% 43
2023
Q3 		$2.22M Buy
17,441
+1,734
+11% +$232K 0.44% 42
2023
Q2 		$2.05M Buy
15,707
+534
+4% +$61K 0.43% 46
2023
Q1 		$1.57M Buy
15,173
+1,716
+13% +$166K 0.37% 58
2022
Q4 		$1.13M Sell
13,457
-1,192
-8% -$118K 0.29% 66
2022
Q3 		$1.66M Sell
14,649
-4,457
-23% -$563K 0.7% 35
2022
Q2 		$2.69M Buy
19,106
+7,586
+66% +$949K 1.18% 14
2022
Q1 		$1.88M Buy
11,520
+180
+2% +$27.8K 0.68% 33
2021
Q4 		$1.89M Buy
+11,340
New +$1.94M 0.61% 31

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Confluence Wealth Services's AMZN Position: Q2 2026 in Review

Confluence Wealth Services increased its Amazon (AMZN) stake by 48% in Q2 2026, buying an estimated $3.85M and bringing the position to 47,283 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #48.

Confluence Wealth Services first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Confluence Wealth Services held 47,283 shares of Amazon worth $11.3M as of Q2 2026.
  • Confluence Wealth Services bought 15,356 Amazon shares in Q2 2026, an estimated $3.85M.
  • Amazon made up 0.32% of Confluence Wealth Services's portfolio in Q2 2026, its #48 holding.
  • Confluence Wealth Services first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.