JWWM
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Johnson & White Wealth Management’s Amazon AMZN Stock Holding History

Johnson & White 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 		$2.4M Buy
10,052
+398
+4% +$99.9K 0.9% 25
2026
Q1 		$2.01M Sell
9,654
-404
-4% -$89K 0.85% 26
2025
Q4 		$2.32M Buy
10,058
+17
+0.2% +$3.89K 1.01% 24
2025
Q3 		$2.2M Buy
10,041
+924
+10% +$209K 1.01% 24
2025
Q2 		$2M Buy
9,117
+165
+2% +$32.7K 1.01% 26
2025
Q1 		$1.7M Buy
8,952
+88
+1% +$19.1K 0.96% 28
2024
Q4 		$1.95M Buy
8,864
+268
+3% +$54.8K 1.18% 22
2024
Q3 		$1.6M Buy
8,596
+410
+5% +$74.8K 1.38% 19
2024
Q2 		$1.58M Buy
8,186
+849
+12% +$156K 1.51% 18
2024
Q1 		$1.32M Buy
7,337
+728
+11% +$122K 0.96% 29
2023
Q4 		$1M Sell
6,609
-87
-1% -$12.2K 0.83% 32
2023
Q3 		$851K Buy
+6,696
New +$897K 0.77% 33
2023
Q2 		– Sell
-6,571
Closed -$679K – 39
2023
Q1 		$679K Sell
6,571
-3,199
-33% -$309K 0.6% 41
2022
Q4 		$621K Buy
9,770
+5,169
+112% +$511K 0.63% 43
2022
Q3 		$520K Buy
+4,601
New +$582K 0.59% 45

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

Johnson & White Wealth Management's AMZN Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $99.9K and bringing the position to 10,052 shares worth $2.4M. The position accounts for 0.9% of the portfolio, ranked #25.

Johnson & White Wealth Management first reported a position in AMZN in Q3 2022 and has held it in 15 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Johnson & White Wealth Management held 10,052 shares of Amazon worth $2.4M as of Q2 2026.
  • Johnson & White Wealth Management bought 398 Amazon shares in Q2 2026, an estimated $99.9K.
  • Amazon made up 0.9% of Johnson & White Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Johnson & White Wealth Management first reported a position in Amazon in Q3 2022 and has held it in 15 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.