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McAlister Sweet & Associates’s Amazon AMZN Stock Holding History

McAlister Sweet & Associates’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 		$6.9M Buy
28,945
+140
+0.5% +$35.1K 3.69% 7
2026
Q1 		$6M Buy
28,805
+1,200
+4% +$264K 3.74% 7
2025
Q4 		$6.37M Sell
27,605
-1,707
-6% -$391K 4.84% 6
2025
Q3 		$6.44M Buy
29,312
+1,370
+5% +$310K 4.25% 6
2025
Q2 		$6.13M Buy
27,942
+8,455
+43% +$1.67M 5.44% 5
2025
Q1 		$3.71M Buy
19,487
+18,072
+1,277% +$3.92M 2.81% 14
2024
Q4 		$310K Sell
1,415
-1,500
-51% -$307K 0.22% 19
2024
Q3 		$543K Hold
2,915
– – 0.45% 21
2024
Q2 		$563K Sell
2,915
-320
-10% -$58.8K 0.4% 23
2024
Q1 		$584K Buy
3,235
+635
+24% +$106K 0.46% 20
2023
Q4 		$395K Sell
2,600
-420
-14% -$58.9K 0.37% 23
2023
Q3 		$384K Hold
3,020
– – 0.33% 24
2023
Q2 		$394K Sell
3,020
-6,128
-67% -$700K 0.34% 25
2023
Q1 		$945K Buy
9,148
+500
+6% +$48.3K 1.04% 15
2022
Q4 		$726K Buy
8,648
+380
+5% +$37.5K 1.08% 15
2022
Q3 		$934K Buy
8,268
+48
+0.6% +$6.07K 1% 19
2022
Q2 		$873K Buy
8,220
+280
+4% +$35K 0.89% 24
2022
Q1 		$1.29M Buy
7,940
+3,020
+61% +$467K 1.38% 15
2021
Q4 		$820K Buy
+4,920
New +$842K 0.72% 22

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

McAlister Sweet & Associates's AMZN Position: Q2 2026 in Review

McAlister Sweet & Associates increased its Amazon (AMZN) stake by 0.49% in Q2 2026, buying an estimated $35.1K and bringing the position to 28,945 shares worth $6.9M. The position accounts for 3.69% of the portfolio, ranked #7.

McAlister Sweet & Associates first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McAlister Sweet & Associates held 28,945 shares of Amazon worth $6.9M as of Q2 2026.
  • McAlister Sweet & Associates bought 140 Amazon shares in Q2 2026, an estimated $35.1K.
  • Amazon made up 3.69% of McAlister Sweet & Associates's portfolio in Q2 2026, its #7 holding.
  • McAlister Sweet & Associates first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.