JF
AMZN icon

Joule Financial’s Amazon AMZN Stock Holding History

Joule Financial’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 		$684K Sell
2,868
-205
-7% -$51.5K 0.19% 52
2026
Q1 		$640K Sell
3,073
-3,856
-56% -$849K 0.19% 54
2025
Q4 		$1.6M Sell
6,929
-588
-8% -$135K 0.48% 28
2025
Q3 		$1.65M Sell
7,517
-273
-4% -$61.8K 0.49% 27
2025
Q2 		$1.71M Buy
7,790
+3,880
+99% +$768K 0.55% 25
2025
Q1 		$744K Sell
3,910
-166
-4% -$36K 0.26% 45
2024
Q4 		$894K Sell
4,076
-37
-0.9% -$7.57K 0.32% 41
2024
Q3 		$766K Sell
4,113
-191
-4% -$34.8K 0.28% 42
2024
Q2 		$832K Buy
4,304
+370
+9% +$68K 0.34% 37
2024
Q1 		$710K Buy
3,934
+521
+15% +$87K 0.29% 42
2023
Q4 		$519K Sell
3,413
-10
-0.3% -$1.4K 0.24% 54
2023
Q3 		$435K Buy
3,423
+45
+1% +$6.03K 0.22% 61
2023
Q2 		$440K Buy
3,378
+410
+14% +$46.8K 0.23% 57
2023
Q1 		$307K Sell
2,968
-2,500
-46% -$242K 0.16% 72
2022
Q4 		$459K Sell
5,468
-384
-7% -$37.9K 0.3% 45
2022
Q3 		$661K Sell
5,852
-3,108
-35% -$393K 0.5% 35
2022
Q2 		$952K Buy
+8,960
New +$1.12M 0.74% 27

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

Joule Financial's AMZN Position: Q2 2026 in Review

Joule Financial reduced its Amazon (AMZN) stake by 6.7% in Q2 2026, selling an estimated $51.5K and leaving 2,868 shares worth $684K. The position accounts for 0.19% of the portfolio, ranked #52.

Joule Financial first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q2 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Joule Financial held 2,868 shares of Amazon worth $684K as of Q2 2026.
  • Joule Financial sold 205 Amazon shares in Q2 2026, an estimated $51.5K.
  • Amazon made up 0.19% of Joule Financial's portfolio in Q2 2026, its #52 holding.
  • Joule Financial first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Amazon position peaked at $1.71M in Q2 2025.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.