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Midwest Heritage Bank’s Amazon AMZN Stock Holding History

Midwest Heritage Bank’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 		$423K Hold
1,775
– – 0.12% 36
2026
Q1 		$370K Hold
1,775
– – 0.12% 37
2025
Q4 		$410K Hold
1,775
– – 0.14% 38
2025
Q3 		$390K Hold
1,775
– – 0.14% 39
2025
Q2 		$389K Sell
1,775
-52
-3% -$10.3K 0.15% 37
2025
Q1 		$348K Sell
1,827
-2
-0.1% -$434 0.14% 39
2024
Q4 		$401K Sell
1,829
-68
-4% -$13.9K 0.19% 39
2024
Q3 		$353K Sell
1,897
-271
-13% -$49.4K 0.17% 42
2024
Q2 		$419K Sell
2,168
-10
-0.5% -$1.84K 0.21% 35
2024
Q1 		$393K Buy
2,178
+558
+34% +$93.1K 0.21% 38
2023
Q4 		$246K Sell
1,620
-200
-11% -$28K 0.17% 46
2023
Q3 		$231K Sell
1,820
-296
-14% -$39.7K 0.17% 45
2023
Q2 		$276K Buy
+2,116
New +$242K 0.21% 41
2022
Q4 		– Sell
-1,944
Closed -$220K – 63
2022
Q3 		$220K Hold
1,944
– – 0.23% 56
2022
Q2 		$206K Buy
1,944
+64
+3% +$8.01K 0.19% 62
2022
Q1 		$306K Buy
1,880
+200
+12% +$30.9K 0.24% 49
2021
Q4 		$280K Buy
+1,680
New +$288K 0.27% 46

Other funds holding AMZN

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Midwest Heritage Bank's AMZN Position: Q2 2026 in Review

Midwest Heritage Bank held its Amazon (AMZN) position steady in Q2 2026 at 1,775 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #36.

Midwest Heritage Bank first reported a position in AMZN in Q4 2021 and has held it in 17 quarters since. 3,473 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Midwest Heritage Bank held 1,775 shares of Amazon worth $423K as of Q2 2026.
  • Midwest Heritage Bank left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.12% of Midwest Heritage Bank's portfolio in Q2 2026, its #36 holding.
  • Midwest Heritage Bank first reported a position in Amazon in Q4 2021 and has held it in 17 quarters since.
  • 3,473 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.