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AMZN icon

GoalVest Advisory’s Amazon AMZN Stock Holding History

GoalVest Advisory’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 		$5.28M Buy
22,148
+312
+1% +$78.3K 0.98% 13
2026
Q1 		$4.55M Buy
21,836
+4,200
+24% +$925K 0.89% 18
2025
Q4 		$4.07M Buy
17,636
+2,017
+13% +$461K 0.78% 18
2025
Q3 		$3.43M Buy
15,619
+791
+5% +$179K 0.73% 22
2025
Q2 		$3.25M Buy
14,828
+802
+6% +$159K 0.81% 20
2025
Q1 		$2.67M Buy
14,026
+471
+3% +$102K 0.73% 24
2024
Q4 		$2.97M Sell
13,555
-303
-2% -$62K 0.82% 19
2024
Q3 		$2.58M Buy
13,858
+978
+8% +$178K 0.74% 21
2024
Q2 		$2.49M Sell
12,880
-2,154
-14% -$396K 0.8% 14
2024
Q1 		$2.71M Sell
15,034
-1,249
-8% -$208K 0.9% 11
2023
Q4 		$2.47M Buy
16,283
+72
+0.4% +$10.1K 1.09% 10
2023
Q3 		$2.06M Buy
16,211
+106
+0.7% +$14.2K 1.03% 13
2023
Q2 		$2.1M Sell
16,105
-160
-1% -$18.3K 1.08% 9
2023
Q1 		$1.68M Buy
16,265
+8,301
+104% +$802K 0.98% 16
2022
Q4 		$669K Sell
7,964
-24,204
-75% -$2.39M 0.43% 55
2022
Q3 		$3.63M Sell
32,168
-13,123
-29% -$1.66M 2.55% 7
2022
Q2 		$5.14M Buy
45,291
+5,871
+15% +$735K 3.26% 4
2022
Q1 		$6.42M Buy
+39,420
New +$6.09M 3.62% 5
2021
Q2 		$5.41M Buy
31,460
+3,960
+14% +$658K 3.36% 4
2021
Q1 		$4.25M Buy
27,500
+7,760
+39% +$1.23M 3.17% 4
2020
Q4 		$3.21M Buy
+19,740
New +$3.15M 2.7% 6

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

GoalVest Advisory's AMZN Position: Q2 2026 in Review

GoalVest Advisory increased its Amazon (AMZN) stake by 1.4% in Q2 2026, buying an estimated $78.3K and bringing the position to 22,148 shares worth $5.28M. The position accounts for 0.98% of the portfolio, ranked #13.

GoalVest Advisory first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.42M in Q1 2022. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • GoalVest Advisory held 22,148 shares of Amazon worth $5.28M as of Q2 2026.
  • GoalVest Advisory bought 312 Amazon shares in Q2 2026, an estimated $78.3K.
  • Amazon made up 0.98% of GoalVest Advisory's portfolio in Q2 2026, its #13 holding.
  • GoalVest Advisory first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Amazon position peaked at $6.42M in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.