Grant Private Wealth Management’s Amazon AMZN Stock Holding History

Grant Private 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	$13.3M	Buy	55,872 +8,325	+18%	+$2.09M	5.61%	4
2026 Q1	$9.9M	Buy	47,547 +14,007	+42%	+$3.08M	5.25%	4
2025 Q4	$7.74M	Buy	33,540 +91	+0.3%	+$20.8K	4.67%	5
2025 Q3	$7.34M	Buy	33,449 +373	+1%	+$84.4K	4.53%	5
2025 Q2	$7.26M	Buy	33,076 +11,266	+52%	+$2.23M	4.11%	3
2025 Q1	$4.15M	Buy	21,810 +754	+4%	+$164K	4.48%	3
2024 Q4	$4.62M	Buy	+21,056	New	+$4.31M	4.98%	2

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

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

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

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

Grant Private Wealth Management's AMZN Position: Q2 2026 in Review

Grant Private Wealth Management increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $2.09M and bringing the position to 55,872 shares worth $13.3M. The position accounts for 5.61% of the portfolio, ranked #4.

Grant Private Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Grant Private Wealth Management held 55,872 shares of Amazon worth $13.3M as of Q2 2026.
Grant Private Wealth Management bought 8,325 Amazon shares in Q2 2026, an estimated $2.09M.
Amazon made up 5.61% of Grant Private Wealth Management's portfolio in Q2 2026, its #4 holding.
Grant Private Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.