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Legacy Wealth Management (Mississippi)’s Amazon AMZN Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$6.82M Sell
28,616
-1,548
-5% -$389K 1.75% 9
2026
Q1 		$6.28M Sell
30,164
-1,303
-4% -$287K 1.79% 9
2025
Q4 		$7.26M Buy
31,467
+2,661
+9% +$609K 1.94% 8
2025
Q3 		$6.32M Sell
28,806
-1,836
-6% -$416K 1.9% 9
2025
Q2 		$6.72M Buy
30,642
+6,048
+25% +$1.2M 2.04% 10
2025
Q1 		$4.68M Buy
24,594
+14,886
+153% +$3.23M 1.53% 15
2024
Q4 		$2.13M Sell
9,708
-3,214
-25% -$658K 0.85% 29
2024
Q3 		$2.41M Buy
12,922
+5,567
+76% +$1.02M 0.88% 30
2024
Q2 		$1.42M Sell
7,355
-174
-2% -$32K 0.6% 39
2024
Q1 		$1.36M Sell
7,529
-200
-3% -$33.4K 0.61% 40
2023
Q4 		$1.17M Sell
7,729
-900
-10% -$126K 0.57% 42
2023
Q3 		$1.1M Sell
8,629
-664
-7% -$89K 0.57% 43
2023
Q2 		$1.21M Sell
9,293
-61
-0.7% -$6.97K 0.61% 41
2023
Q1 		$966K Buy
9,354
+1,539
+20% +$149K 0.53% 46
2022
Q4 		$656K Sell
7,815
-1,179
-13% -$116K 0.39% 50
2022
Q3 		$1.02M Sell
8,994
-16,466
-65% -$2.08M 0.69% 44
2022
Q2 		$2.7M Buy
25,460
+740
+3% +$92.6K 1.64% 14
2022
Q1 		$4.03M Buy
24,720
+18,660
+308% +$2.88M 2.1% 6
2021
Q4 		$1.01M Sell
6,060
-160
-3% -$27.4K 0.52% 50
2021
Q3 		$1.02M Hold
6,220
– – 0.55% 52
2021
Q2 		$1.07M Hold
6,220
– – 0.59% 47
2021
Q1 		$962K Hold
6,220
– – 0.58% 51
2020
Q4 		$1.01M Hold
6,220
– – 0.64% 47
2020
Q3 		$979K Buy
6,220
+1,280
+26% +$202K 0.68% 46
2020
Q2 		$681K Buy
4,940
+400
+9% +$48.3K 0.52% 56
2020
Q1 		$443K Buy
+4,540
New +$439K 0.41% 66

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

Legacy Wealth Management (Mississippi)'s AMZN Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Amazon (AMZN) stake by 5.1% in Q2 2026, selling an estimated $389K and leaving 28,616 shares worth $6.82M. The position accounts for 1.75% of the portfolio, ranked #9.

Legacy Wealth Management (Mississippi) first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.26M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 28,616 shares of Amazon worth $6.82M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 1,548 Amazon shares in Q2 2026, an estimated $389K.
  • Amazon made up 1.75% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #9 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • Legacy Wealth Management (Mississippi)'s Amazon position peaked at $7.26M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.