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Hoertkorn Richard Charles’s Amazon AMZN Stock Holding History

Hoertkorn Richard Charles’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 		$772K Buy
3,237
+80
+3% +$20.1K 0.52% 27
2026
Q1 		$658K Sell
3,157
-8,045
-72% -$1.77M 0.54% 30
2025
Q4 		$2.59M Sell
11,202
-100
-0.9% -$22.9K 1% 26
2025
Q3 		$2.48M Sell
11,302
-20
-0.2% -$4.53K 0.96% 26
2025
Q2 		$2.48M Hold
11,322
– – 1.05% 23
2025
Q1 		$2.15M Buy
11,322
+2,415
+27% +$524K 1% 24
2024
Q4 		$1.95M Sell
8,907
-400
-4% -$81.8K 0.8% 24
2024
Q3 		$1.73M Sell
9,307
-199
-2% -$36.3K 0.75% 26
2024
Q2 		$1.84M Sell
9,506
-450
-5% -$82.7K 0.8% 25
2024
Q1 		$1.8M Sell
9,956
-100
-1% -$16.7K 0.77% 26
2023
Q4 		$1.53M Hold
10,056
– – 0.69% 28
2023
Q3 		$1.28M Hold
10,056
– – 0.64% 28
2023
Q2 		$1.31M Sell
10,056
-139
-1% -$15.9K 0.63% 30
2023
Q1 		$1.05M Hold
10,195
– – 0.54% 33
2022
Q4 		$856K Buy
10,195
+1,820
+22% +$180K 0.45% 31
2022
Q3 		$946K Buy
8,375
+3,555
+74% +$449K 0.54% 31
2022
Q2 		$512K Buy
4,820
+3,320
+221% +$415K 0.28% 34
2022
Q1 		$245K Buy
1,500
+500
+50% +$77.3K 0.11% 40
2021
Q4 		$167K Buy
1,000
+200
+25% +$34.2K 0.07% 45
2021
Q3 		$131K Buy
800
+80
+11% +$13.8K 0.06% 47
2021
Q2 		$124K Hold
720
– – 0.06% 48
2021
Q1 		$111K Buy
720
+380
+112% +$60.2K 0.05% 50
2020
Q4 		$55K Hold
340
– – 0.03% 59
2020
Q3 		$54K Hold
340
– – 0.04% 60
2020
Q2 		$47K Hold
340
– – 0.03% 60
2020
Q1 		$33K Hold
340
– – 0.03% 60
2019
Q4 		$31K Hold
340
– – 0.02% 64
2019
Q3 		$30K Hold
340
– – 0.02% 66
2019
Q2 		$32K Hold
340
– – 0.02% 65
2019
Q1 		$30K Buy
+340
New +$28.3K 0.02% 67

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Hoertkorn Richard Charles's AMZN Position: Q2 2026 in Review

Hoertkorn Richard Charles increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,237 shares worth $772K. The position accounts for 0.52% of the portfolio, ranked #27.

Hoertkorn Richard Charles first reported a position in AMZN in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.59M in Q4 2025. 1,879 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Hoertkorn Richard Charles held 3,237 shares of Amazon worth $772K as of Q2 2026.
  • Hoertkorn Richard Charles bought 80 Amazon shares in Q2 2026, an estimated $20.1K.
  • Amazon made up 0.52% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #27 holding.
  • Hoertkorn Richard Charles first reported a position in Amazon in Q1 2019 and has held it in 30 quarters since.
  • Hoertkorn Richard Charles's Amazon position peaked at $2.59M in Q4 2025.
  • 1,879 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.