Global Wealth Management’s Amazon AMZN Stock Holding History

Global 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	$725K	Sell	3,040 -1,310	-30%	-$329K	0.37%	21
2026 Q1	$906K	Sell	4,350 -1,000	-19%	-$220K	0.49%	19
2025 Q4	$1.23M	Buy	5,350 +900	+20%	+$206K	0.66%	18
2025 Q3	$977K	Hold	4,450	–	–	0.51%	18
2025 Q2	$1M	Buy	4,450 +80	+2%	+$15.8K	0.55%	17
2025 Q1	$831K	Hold	4,370	–	–	0.48%	18
2024 Q4	$959K	Buy	4,370 +10	+0.2%	+$2.05K	0.61%	15
2024 Q3	$812K	Buy	+4,360	New	+$796K	0.55%	15

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Global Wealth Management reduced its Amazon (AMZN) stake by 30% in Q2 2026, selling an estimated $329K and leaving 3,040 shares worth $725K. The position accounts for 0.37% of the portfolio, ranked #21.

Global Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Global Wealth Management held 3,040 shares of Amazon worth $725K as of Q2 2026.
Global Wealth Management sold 1,310 Amazon shares in Q2 2026, an estimated $329K.
Amazon made up 0.37% of Global Wealth Management's portfolio in Q2 2026, its #21 holding.
Global Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Amazon position peaked at $1.23M in Q4 2025.
1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.