EWM
AMZN icon

Edge Wealth Management’s Amazon AMZN Stock Holding History

Edge Wealth Management’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 		$5.09M Buy
21,337
+95
+0.4% +$23.8K 0.86% 27
2026
Q1 		$4.42M Buy
21,242
+1,063
+5% +$234K 0.76% 27
2025
Q4 		$4.66M Sell
20,179
-1,101
-5% -$252K 0.82% 27
2025
Q3 		$4.67M Buy
21,280
+1,128
+6% +$255K 0.83% 29
2025
Q2 		$4.43M Sell
20,152
-59
-0.3% -$11.7K 0.85% 29
2025
Q1 		$3.85M Buy
20,211
+1,333
+7% +$289K 0.78% 27
2024
Q4 		$4.14M Sell
18,878
-605
-3% -$124K 0.84% 27
2024
Q3 		$3.63M Buy
19,483
+1,488
+8% +$271K 0.73% 27
2024
Q2 		$3.48M Sell
17,995
-635
-3% -$117K 0.73% 28
2024
Q1 		$3.36M Sell
18,630
-1,099
-6% -$183K 0.71% 28
2023
Q4 		$3M Sell
19,729
-475
-2% -$66.6K 0.66% 28
2023
Q3 		$2.57M Sell
20,204
-1,033
-5% -$138K 0.6% 31
2023
Q2 		$2.77M Sell
21,237
-4,417
-17% -$504K 0.6% 31
2023
Q1 		$2.65M Sell
25,654
-176
-0.7% -$17K 0.61% 29
2022
Q4 		$2.14M Sell
25,830
-1,298
-5% -$128K 0.5% 34
2022
Q3 		$3.12M Sell
27,128
-252
-0.9% -$31.9K 0.69% 29
2022
Q2 		$2.91M Buy
27,380
+1,980
+8% +$248K 0.63% 30
2022
Q1 		$4.14M Sell
25,400
-20
-0.1% -$3.09K 0.82% 29
2021
Q4 		$4.24M Buy
25,420
+1,320
+5% +$226K 0.78% 29
2021
Q3 		$3.96M Buy
24,100
+120
+0.5% +$20.7K 0.77% 29
2021
Q2 		$4.14M Buy
23,980
+1,100
+5% +$183K 0.84% 29
2021
Q1 		$3.54M Sell
22,880
-3,660
-14% -$580K 0.75% 34
2020
Q4 		$4.32M Sell
26,540
-15,460
-37% -$2.47M 0.98% 33
2020
Q3 		$6.61M Sell
42,000
-11,120
-21% -$1.75M 1.52% 24
2020
Q2 		$7.33M Sell
53,120
-8,400
-14% -$1.01M 1.39% 25
2020
Q1 		$6.09M Sell
61,520
-66,340
-52% -$6.42M 1.32% 28
2019
Q4 		$5.92M Buy
127,860
+83,600
+189% +$7.4M 1.18% 26
2019
Q3 		$3.84M Sell
44,260
-460
-1% -$42.7K 0.88% 32
2019
Q2 		$4.22M Sell
44,720
-3,280
-7% -$306K 0.94% 31
2019
Q1 		$4.28M Buy
48,000
+1,440
+3% +$120K 1.05% 28
2018
Q4 		$3.5M Buy
46,560
+3,180
+7% +$264K 0.99% 29
2018
Q3 		$4.34M Buy
43,380
+1,620
+4% +$152K 1.04% 28
2018
Q2 		$3.55M Buy
41,760
+4,660
+13% +$370K 0.9% 31
2018
Q1 		$2.69M Sell
37,100
-12,240
-25% -$875K 0.71% 34
2017
Q4 		$2.88M Sell
49,340
-4,780
-9% -$263K 0.82% 29
2017
Q3 		$2.6M Buy
54,120
+9,960
+23% +$489K 0.79% 27
2017
Q2 		$2.14M Buy
44,160
+260
+0.6% +$12.4K 0.67% 31
2017
Q1 		$1.95M Buy
43,900
+16,960
+63% +$707K 0.68% 29
2016
Q4 		$1.01M Sell
26,940
-8,920
-25% -$350K 0.38% 50
2016
Q3 		$1.5M Sell
35,860
-160
-0.4% -$6.12K 0.64% 33
2016
Q2 		$1.29M Sell
36,020
-4,660
-11% -$158K 0.54% 37
2016
Q1 		$1.21M Buy
40,680
+12,600
+45% +$358K 0.55% 40
2015
Q4 		$956K Sell
28,080
-720
-3% -$22.7K 0.36% 52
2015
Q3 		$726K Sell
28,800
-1,580
-5% -$39.9K 0.27% 58
2015
Q2 		$660K Sell
30,380
-5,480
-15% -$115K 0.23% 58
2015
Q1 		$673K Sell
35,860
-580
-2% -$10.2K 0.23% 59
2014
Q4 		$567K Sell
36,440
-640
-2% -$9.97K 0.21% 62
2014
Q3 		$597K Buy
37,080
+1,360
+4% +$22.6K 0.23% 53
2014
Q2 		$579K Buy
35,720
+26,580
+291% +$420K 0.24% 56
2014
Q1 		$154K Buy
9,140
+8,940
+4,470% +$166K 0.06% 104
2013
Q4 		$4K Buy
+200
New +$3.6K ﹤0.01% 303

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

Edge Wealth Management's AMZN Position: Q2 2026 in Review

Edge Wealth Management increased its Amazon (AMZN) stake by 0.45% in Q2 2026, buying an estimated $23.8K and bringing the position to 21,337 shares worth $5.09M. The position accounts for 0.86% of the portfolio, ranked #27.

Edge Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.33M in Q2 2020. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Edge Wealth Management held 21,337 shares of Amazon worth $5.09M as of Q2 2026.
  • Edge Wealth Management bought 95 Amazon shares in Q2 2026, an estimated $23.8K.
  • Amazon made up 0.86% of Edge Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Edge Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 51 quarters since.
  • Edge Wealth Management's Amazon position peaked at $7.33M in Q2 2020.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.