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AMZN icon

David J. Yvars Group’s Amazon AMZN Stock Holding History

David J. Yvars 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 		$1.73M Sell
7,266
-460
-6% -$115K 0.82% 20
2026
Q1 		$1.61M Sell
7,726
-584
-7% -$129K 0.9% 18
2025
Q4 		$1.92M Sell
8,310
-541
-6% -$124K 1.02% 17
2025
Q3 		$1.94M Buy
8,851
+688
+8% +$156K 1.04% 18
2025
Q2 		$1.79M Buy
8,163
+1,811
+29% +$358K 1.05% 18
2025
Q1 		$1.21M Sell
6,352
-116
-2% -$25.2K 0.95% 17
2024
Q4 		$1.42M Sell
6,468
-226
-3% -$46.2K 0.87% 20
2024
Q3 		$1.25M Sell
6,694
-35
-0.5% -$6.39K 0.77% 24
2024
Q2 		$1.3M Buy
6,729
+20
+0.3% +$3.67K 0.81% 23
2024
Q1 		$1.21M Buy
6,709
+190
+3% +$31.7K 0.82% 24
2023
Q4 		$991K Buy
6,519
+575
+10% +$80.6K 0.8% 22
2023
Q3 		$755K Buy
5,944
+375
+7% +$50.2K 0.63% 27
2023
Q2 		$726K Hold
5,569
– – 0.6% 30
2023
Q1 		$575K Buy
5,569
+2,344
+73% +$226K 0.52% 34
2022
Q4 		$271K Sell
3,225
-33,315
-91% -$3.29M 0.34% 47
2022
Q3 		$4.13M Buy
36,540
+26,440
+262% +$3.34M 4.59% 8
2022
Q2 		$1.11M Hold
10,100
– – 1.5% 14
2022
Q1 		$1.65M Sell
10,100
-51,680
-84% -$7.99M 1.15% 23
2021
Q4 		$10.3M Sell
61,780
-3,720
-6% -$637K 6.36% 3
2021
Q3 		$10.8M Buy
65,500
+420
+0.6% +$72.4K 6.28% 4
2021
Q2 		$11.2M Buy
65,080
+600
+0.9% +$99.7K 6.29% 3
2021
Q1 		$9.97M Buy
64,480
+1,480
+2% +$235K 6.35% 3
2020
Q4 		$10.3M Buy
+63,000
New +$10.1M 6.95% 4

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

David J. Yvars Group's AMZN Position: Q2 2026 in Review

David J. Yvars Group reduced its Amazon (AMZN) stake by 6% in Q2 2026, selling an estimated $115K and leaving 7,266 shares worth $1.73M. The position accounts for 0.82% of the portfolio, ranked #20.

David J. Yvars Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.2M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • David J. Yvars Group held 7,266 shares of Amazon worth $1.73M as of Q2 2026.
  • David J. Yvars Group sold 460 Amazon shares in Q2 2026, an estimated $115K.
  • Amazon made up 0.82% of David J. Yvars Group's portfolio in Q2 2026, its #20 holding.
  • David J. Yvars Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Amazon position peaked at $11.2M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.