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Gallagher Capital Advisors’s Amazon AMZN Stock Holding History

Gallagher Capital 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
2025
Q2 		– Sell
-100
Closed -$19K – 60
2025
Q1 		$19K Buy
+100
New +$21.7K 0.01% 64

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Gallagher Capital Advisors's AMZN Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Amazon (AMZN) stake by 0.53% in Q2 2026, selling an estimated $25.1K and leaving 18,720 shares worth $4.46M. The position accounts for 2.55% of the portfolio, ranked #11.

Gallagher Capital Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68M in Q2 2025. 3,384 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Gallagher Capital Advisors held 18,720 shares of Amazon worth $4.46M as of Q2 2026.
  • Gallagher Capital Advisors sold 100 Amazon shares in Q2 2026, an estimated $25.1K.
  • Amazon made up 2.55% of Gallagher Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Gallagher Capital Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Capital Advisors's Amazon position peaked at $4.68M in Q2 2025.
  • 3,384 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.