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Cornerstone Wealth Advisors’s Amazon AMZN Stock Holding History

Cornerstone 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 		$216K Buy
+906
New +$227K 0.05% 54
2025
Q2 		– Sell
-1,525
Closed -$290K – 49
2025
Q1 		$290K Sell
1,525
-100
-6% -$21.7K 0.08% 42
2024
Q4 		$357K Buy
1,625
+150
+10% +$30.7K 0.1% 37
2024
Q3 		$275K Sell
1,475
-59
-4% -$10.8K 0.08% 43
2024
Q2 		$296K Buy
1,534
+197
+15% +$36.2K 0.09% 40
2024
Q1 		$241K Sell
1,337
-166
-11% -$27.7K 0.07% 42
2023
Q4 		$228K Buy
+1,503
New +$211K 0.07% 41

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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

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

Cornerstone Wealth Advisors opened a new position in Amazon (AMZN) in Q2 2026: 906 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #54 among its holdings. This is a return to the name: Cornerstone Wealth Advisors previously reported a position in AMZN as recently as Q1 2025.

Cornerstone Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 7 quarters since. The position peaked at $357K in Q4 2024. 1,408 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cornerstone Wealth Advisors held 906 shares of Amazon worth $216K as of Q2 2026.
  • Amazon was a new Cornerstone Wealth Advisors position in Q2 2026.
  • Amazon made up 0.05% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Cornerstone Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 7 quarters since.
  • Cornerstone Wealth Advisors's Amazon position peaked at $357K in Q4 2024.
  • 1,408 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.