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Merit Financial Group’s Amazon AMZN Stock Holding History

Merit Financial Group’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 		$572K Buy
+2,400
New +$602K ﹤0.01% 1429

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
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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's AMZN Position: Q2 2026 in Review

Merit Financial Group increased its Amazon (AMZN) stake by 21% in Q2 2026, buying an estimated $26.9M and bringing the position to 610,008 shares worth $145M. The position accounts for 0.89% of the portfolio, ranked #23.

Merit Financial Group first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Merit Financial Group held 610,008 shares of Amazon worth $145M as of Q2 2026.
  • Merit Financial Group bought 107,284 Amazon shares in Q2 2026, an estimated $26.9M.
  • Amazon made up 0.89% of Merit Financial Group's portfolio in Q2 2026, its #23 holding.
  • Merit Financial Group first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.