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Instrumental Wealth’s Amazon AMZN Stock Holding History

Instrumental Wealth’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 		$1.89M Buy
7,935
+658
+9% +$165K 0.96% 15
2026
Q1 		$1.52M Sell
7,277
-8
-0.1% -$1.76K 0.93% 16
2025
Q4 		$1.51M Buy
7,285
+472
+7% +$108K 0.91% 15
2025
Q3 		$1.52M Buy
6,813
+633
+10% +$143K 1.07% 16
2025
Q2 		$1.4M Sell
6,180
-498
-7% -$98.5K 1.11% 17
2025
Q1 		$1.26M Buy
6,678
+1,092
+20% +$237K 1.14% 15
2024
Q4 		$1.21M Buy
5,586
+312
+6% +$63.8K 1.14% 13
2024
Q3 		$989K Buy
5,274
+232
+5% +$42.3K 0.96% 17
2024
Q2 		$907K Buy
5,042
+64
+1% +$11.8K 0.94% 18
2024
Q1 		$907K Buy
4,978
+299
+6% +$49.9K 0.39% 20
2023
Q4 		$734K Buy
4,679
+2
+0% +$280 0.79% 19
2023
Q3 		$615K Buy
4,677
+1,143
+32% +$153K 0.72% 17
2023
Q2 		$462K Buy
3,534
+13
+0.4% +$1.49K 0.56% 17
2023
Q1 		$365K Buy
+3,521
New +$340K 0.48% 18

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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

Instrumental Wealth's AMZN Position: Q2 2026 in Review

Instrumental Wealth increased its Amazon (AMZN) stake by 9% in Q2 2026, buying an estimated $165K and bringing the position to 7,935 shares worth $1.89M. The position accounts for 0.96% of the portfolio, ranked #15.

Instrumental Wealth first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 2,089 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Instrumental Wealth held 7,935 shares of Amazon worth $1.89M as of Q2 2026.
  • Instrumental Wealth bought 658 Amazon shares in Q2 2026, an estimated $165K.
  • Amazon made up 0.96% of Instrumental Wealth's portfolio in Q2 2026, its #15 holding.
  • Instrumental Wealth first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 2,089 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.