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MBE Wealth Management’s Amazon AMZN Stock Holding History

MBE 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 		$970K Buy
4,070
+39
+1% +$9.79K 0.34% 47
2026
Q1 		$840K Buy
4,031
+72
+2% +$15.9K 0.35% 40
2025
Q4 		$914K Buy
3,959
+141
+4% +$32.3K 0.38% 39
2025
Q3 		$838K Sell
3,818
-123
-3% -$27.8K 0.36% 40
2025
Q2 		$865K Buy
3,941
+151
+4% +$29.9K 0.38% 37
2025
Q1 		$721K Buy
3,790
+1,286
+51% +$279K 0.35% 41
2024
Q4 		$549K Sell
2,504
-437
-15% -$89.4K 0.31% 42
2024
Q3 		$548K Buy
2,941
+812
+38% +$148K 0.3% 47
2024
Q2 		$411K Sell
2,129
-328
-13% -$60.3K 0.25% 56
2024
Q1 		$443K Sell
2,457
-72
-3% -$12K 0.27% 53
2023
Q4 		$384K Buy
2,529
+767
+44% +$108K 0.2% 60
2023
Q3 		$224K Sell
1,762
-30
-2% -$4.02K 0.13% 67
2023
Q2 		$234K Buy
+1,792
New +$205K 0.13% 65
2022
Q2 		– Sell
-1,420
Closed -$231K – 63
2022
Q1 		$231K Sell
1,420
-60
-4% -$9.27K 0.14% 64
2021
Q4 		$247K Buy
1,480
+20
+1% +$3.42K 0.13% 51
2021
Q3 		$240K Buy
1,460
+20
+1% +$3.45K 0.12% 46
2021
Q2 		$248K Buy
+1,440
New +$239K 0.13% 43
2020
Q2 		– Sell
-600
Closed -$58K – 68
2020
Q1 		$58K Buy
+600
New +$58.1K 0.06% 107

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

MBE Wealth Management's AMZN Position: Q2 2026 in Review

MBE Wealth Management increased its Amazon (AMZN) stake by 0.97% in Q2 2026, buying an estimated $9.79K and bringing the position to 4,070 shares worth $970K. The position accounts for 0.34% of the portfolio, ranked #47.

MBE Wealth Management first reported a position in AMZN in Q1 2020 and has held it in 18 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • MBE Wealth Management held 4,070 shares of Amazon worth $970K as of Q2 2026.
  • MBE Wealth Management bought 39 Amazon shares in Q2 2026, an estimated $9.79K.
  • Amazon made up 0.34% of MBE Wealth Management's portfolio in Q2 2026, its #47 holding.
  • MBE Wealth Management first reported a position in Amazon in Q1 2020 and has held it in 18 quarters since.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.