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
2017
Q4 		– Sell
-460
Closed -$5K – 540
2017
Q3 		$5K Buy
+460
New +$22.6K ﹤0.01% 436

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.