MWM
AMZN icon

Meadowbrook Wealth Management’s Amazon AMZN Stock Holding History

Meadowbrook 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 		$8.92M Buy
37,435
+475
+1% +$119K 9.61% 1
2026
Q1 		$7.7M Sell
36,960
-3,660
-9% -$806K 10.2% 1
2025
Q4 		$9.38M Buy
40,620
+473
+1% +$108K 10.7% 1
2025
Q3 		$8.82M Buy
+40,147
New +$9.09M 9.16% 1

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Meadowbrook Wealth Management increased its Amazon (AMZN) stake by 1.3% in Q2 2026, buying an estimated $119K and bringing the position to 37,435 shares worth $8.92M. The position accounts for 9.61% of the portfolio, ranked #1.

Meadowbrook Wealth Management first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.38M in Q4 2025. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Meadowbrook Wealth Management held 37,435 shares of Amazon worth $8.92M as of Q2 2026.
  • Meadowbrook Wealth Management bought 475 Amazon shares in Q2 2026, an estimated $119K.
  • Amazon made up 9.61% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Meadowbrook Wealth Management first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Amazon position peaked at $9.38M in Q4 2025.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.