McElhenny Sheffield Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.08M Buy
4,517
+835
+23% +$210K 0.27% 18
2026
Q1
$767K Buy
3,682
+755
+26% +$166K 0.19% 24
2025
Q4
$676K Buy
2,927
+468
+19% +$107K 0.16% 26
2025
Q3
$540K Buy
+2,459
New +$557K 0.13% 45
2023
Q1
Sell
-350
Closed -$26.5K 118
2022
Q4
$26.5K Buy
+350
New +$34.6K 0.01% 230

Other funds holding AMZN

McElhenny Sheffield Capital Management's AMZN Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Amazon (AMZN) stake by 23% in Q2 2026, buying an estimated $210K and bringing the position to 4,517 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #18.

McElhenny Sheffield Capital Management first reported a position in AMZN in Q4 2022 and has held it in 5 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McElhenny Sheffield Capital Management held 4,517 shares of Amazon worth $1.08M as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 835 Amazon shares in Q2 2026, an estimated $210K.
  • Amazon made up 0.27% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #18 holding.
  • McElhenny Sheffield Capital Management first reported a position in Amazon in Q4 2022 and has held it in 5 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.