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Fulcrum Equity Management’s Amazon AMZN Stock Holding History

Fulcrum Equity 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 		$1.54M Sell
6,460
-346
-5% -$86.8K 1.13% 17
2026
Q1 		$1.42M Sell
6,806
-320
-4% -$70.5K 1.37% 15
2025
Q4 		$1.64M Buy
7,126
+3,428
+93% +$784K 1.57% 17
2025
Q3 		$812K Sell
3,698
-209
-5% -$47.3K 0.82% 32
2025
Q2 		$857K Buy
3,907
+388
+11% +$76.8K 0.88% 29
2025
Q1 		$670K Buy
3,519
+1,140
+48% +$247K 0.73% 40
2024
Q4 		$522K Sell
2,379
-226
-9% -$46.2K 0.52% 60
2024
Q3 		$485K Sell
2,605
-1,263
-33% -$230K 0.41% 79
2024
Q2 		$747K Buy
3,868
+884
+30% +$162K 0.67% 48
2024
Q1 		$538K Buy
2,984
+1,030
+53% +$172K 0.63% 52
2023
Q4 		$297K Buy
+1,954
New +$274K 0.37% 76
2022
Q1 		– Sell
-4,020
Closed -$670K – 111
2021
Q4 		$670K Buy
4,020
+140
+4% +$24K 0.25% 73
2021
Q3 		$637K Buy
3,880
+2,460
+173% +$424K 0.25% 76
2021
Q2 		$244K Buy
+1,420
New +$236K 0.09% 163
2021
Q1 		– Sell
-2,140
Closed -$348K – 174
2020
Q4 		$348K Buy
2,140
+180
+9% +$28.7K 0.14% 116
2020
Q3 		$309K Buy
+1,960
New +$309K 0.14% 103
2019
Q4 		– Sell
-60
Closed -$5K – 98
2019
Q3 		$5K Buy
+60
New +$5.56K ﹤0.01% 151

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

Fulcrum Equity Management's AMZN Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Amazon (AMZN) stake by 5.1% in Q2 2026, selling an estimated $86.8K and leaving 6,460 shares worth $1.54M. The position accounts for 1.13% of the portfolio, ranked #17.

Fulcrum Equity Management first reported a position in AMZN in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.64M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fulcrum Equity Management held 6,460 shares of Amazon worth $1.54M as of Q2 2026.
  • Fulcrum Equity Management sold 346 Amazon shares in Q2 2026, an estimated $86.8K.
  • Amazon made up 1.13% of Fulcrum Equity Management's portfolio in Q2 2026, its #17 holding.
  • Fulcrum Equity Management first reported a position in Amazon in Q3 2019 and has held it in 17 quarters since.
  • Fulcrum Equity Management's Amazon position peaked at $1.64M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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