Meritas Wealth Management’s Amazon AMZN Stock Holding History

Meritas 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	$924K	Sell	3,876 -376	-9%	-$94.4K	0.36%	27
2026 Q1	$886K	Buy	4,252 +323	+8%	+$71.1K	0.4%	26
2025 Q4	$907K	Hold	3,929	–	–	0.44%	28
2025 Q3	$863K	Buy	3,929 +31	+0.8%	+$7.02K	0.43%	29
2025 Q2	$855K	Buy	3,898 +22	+0.6%	+$4.35K	0.47%	27
2025 Q1	$737K	Hold	3,876	–	–	0.43%	29
2024 Q4	$850K	Sell	3,876 -100	-3%	-$20.5K	0.51%	25
2024 Q3	$741K	Buy	3,976 +256	+7%	+$46.7K	0.46%	26
2024 Q2	$719K	Hold	3,720	–	–	0.51%	26
2024 Q1	$671K	Sell	3,720 -60	-2%	-$10K	0.47%	26
2023 Q4	$574K	Buy	3,780 +360	+11%	+$50.5K	0.43%	26
2023 Q3	$435K	Sell	3,420 -1,286	-27%	-$172K	0.33%	28
2023 Q2	$613K	Sell	4,706 -170	-3%	-$19.4K	0.46%	23
2023 Q1	$504K	Sell	4,876 -294	-6%	-$28.4K	0.4%	24
2022 Q4	$434K	Buy	+5,170	New	+$511K	0.36%	28

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Meritas Wealth Management reduced its Amazon (AMZN) stake by 8.8% in Q2 2026, selling an estimated $94.4K and leaving 3,876 shares worth $924K. The position accounts for 0.36% of the portfolio, ranked #27.

Meritas Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Meritas Wealth Management held 3,876 shares of Amazon worth $924K as of Q2 2026.
Meritas Wealth Management sold 376 Amazon shares in Q2 2026, an estimated $94.4K.
Amazon made up 0.36% of Meritas Wealth Management's portfolio in Q2 2026, its #27 holding.
Meritas Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.