NWMG
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National Wealth Management Group’s Amazon AMZN Stock Holding History

National Wealth Management 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 		$3.1M Sell
13,006
-253
-2% -$63.5K 0.96% 27
2026
Q1 		$2.76M Sell
13,259
-3,541
-21% -$780K 1.03% 28
2025
Q4 		$3.88M Sell
16,800
-172
-1% -$39.4K 1.34% 20
2025
Q3 		$3.73M Buy
16,972
+2,720
+19% +$616K 1.4% 17
2025
Q2 		$3.13M Sell
14,252
-3,584
-20% -$709K 1.75% 13
2025
Q1 		$3.39M Sell
17,836
-217
-1% -$47.1K 2.23% 10
2024
Q4 		$3.96M Buy
18,053
+594
+3% +$122K 2.64% 8
2024
Q3 		$3.25M Sell
17,459
-483
-3% -$88.1K 2.2% 11
2024
Q2 		$3.47M Sell
17,942
-5,578
-24% -$1.02M 2.64% 9
2024
Q1 		$4.24M Sell
23,520
-386
-2% -$64.4K 3.3% 6
2023
Q4 		$3.63M Buy
23,906
+1,096
+5% +$154K 3.51% 2
2023
Q3 		$2.9M Sell
22,810
-2,416
-10% -$324K 3.15% 3
2023
Q2 		$3.53M Buy
25,226
+9,630
+62% +$1.1M 3.67% 2
2023
Q1 		$1.72M Buy
15,596
+6,033
+63% +$583K 1.97% 9
2022
Q4 		$803K Buy
9,563
+1,175
+14% +$116K 0.96% 26
2022
Q3 		$948K Buy
8,388
+3,936
+88% +$497K 1.23% 20
2022
Q2 		$473K Buy
4,452
+1,832
+70% +$229K 0.6% 45
2022
Q1 		$427K Buy
2,620
+280
+12% +$43.3K 0.41% 66
2021
Q4 		$390K Buy
+2,340
New +$400K 0.37% 74

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

National Wealth Management Group's AMZN Position: Q2 2026 in Review

National Wealth Management Group reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $63.5K and leaving 13,006 shares worth $3.1M. The position accounts for 0.96% of the portfolio, ranked #27.

National Wealth Management Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q1 2024. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • National Wealth Management Group held 13,006 shares of Amazon worth $3.1M as of Q2 2026.
  • National Wealth Management Group sold 253 Amazon shares in Q2 2026, an estimated $63.5K.
  • Amazon made up 0.96% of National Wealth Management Group's portfolio in Q2 2026, its #27 holding.
  • National Wealth Management Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Amazon position peaked at $4.24M in Q1 2024.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.