Higgins & Schmidt Wealth Strategies’s Amazon AMZN Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$590K	Sell	2,476 -36	-1%	-$9.04K	0.24%	34
2026 Q1	$523K	Buy	2,512 +14	+0.6%	+$3.08K	0.24%	35
2025 Q4	$577K	Buy	2,498 +60	+2%	+$13.7K	0.27%	32
2025 Q3	$535K	Sell	2,438 -72	-3%	-$16.3K	0.27%	31
2025 Q2	$551K	Sell	2,510 -25	-1%	-$4.95K	0.3%	31
2025 Q1	$482K	Sell	2,535 -22	-0.9%	-$4.77K	0.28%	29
2024 Q4	$561K	Buy	2,557 +29	+1%	+$5.93K	0.35%	28
2024 Q3	$471K	Hold	2,528	–	–	0.3%	32
2024 Q2	$489K	Buy	2,528 +11	+0.4%	+$2.02K	0.35%	30
2024 Q1	$454K	Sell	2,517 -149	-6%	-$24.9K	0.33%	31
2023 Q4	$405K	Buy	+2,666	New	+$374K	0.33%	30

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's AMZN Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Amazon (AMZN) stake by 1.4% in Q2 2026, selling an estimated $9.04K and leaving 2,476 shares worth $590K. The position accounts for 0.24% of the portfolio, ranked #34.

Higgins & Schmidt Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,980 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 2,476 shares of Amazon worth $590K as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 36 Amazon shares in Q2 2026, an estimated $9.04K.
Amazon made up 0.24% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #34 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
2,980 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.