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Oakwell Private Wealth Management’s Amazon AMZN Stock Holding History

Oakwell Private 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 		$1.75M Buy
7,327
+938
+15% +$235K 0.29% 33
2026
Q1 		$1.33M Sell
6,389
-290
-4% -$63.9K 0.24% 37
2025
Q4 		$1.54M Buy
6,679
+252
+4% +$57.7K 0.29% 34
2025
Q3 		$1.41M Buy
6,427
+3
+0% +$679 0.28% 35
2025
Q2 		$1.41M Sell
6,424
-317
-5% -$62.7K 0.32% 32
2025
Q1 		$1.28M Buy
6,741
+3,380
+101% +$733K 0.35% 30
2024
Q4 		$737K Buy
3,361
+80
+2% +$16.4K 0.21% 39
2024
Q3 		$611K Sell
3,281
-28
-0.8% -$5.11K 0.18% 42
2024
Q2 		$639K Hold
3,309
– – 0.18% 43
2024
Q1 		$597K Buy
3,309
+28
+0.9% +$4.67K 0.18% 41
2023
Q4 		$499K Hold
3,281
– – 0.17% 42
2023
Q3 		$417K Hold
3,281
– – 0.18% 43
2023
Q2 		$428K Buy
3,281
+241
+8% +$27.5K 0.18% 43
2023
Q1 		$314K Hold
3,040
– – 0.14% 50
2022
Q4 		$255K Sell
3,040
-236
-7% -$23.3K 0.12% 54
2022
Q3 		$370K Buy
3,276
+440
+16% +$55.6K 0.2% 45
2022
Q2 		$301K Buy
2,836
+236
+9% +$29.5K 0.17% 51
2022
Q1 		$424K Buy
2,600
+20
+0.8% +$3.09K 0.21% 43
2021
Q4 		$430K Hold
2,580
– – 0.21% 45
2021
Q3 		$424K Buy
2,580
+20
+0.8% +$3.45K 0.23% 45
2021
Q2 		$440K Buy
2,560
+120
+5% +$19.9K 0.28% 45
2021
Q1 		$377K Buy
2,440
+200
+9% +$31.7K 0.27% 45
2020
Q4 		$365K Buy
+2,240
New +$357K 0.29% 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

Oakwell Private Wealth Management's AMZN Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $235K and bringing the position to 7,327 shares worth $1.75M. The position accounts for 0.29% of the portfolio, ranked #33.

Oakwell Private Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 3,378 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oakwell Private Wealth Management held 7,327 shares of Amazon worth $1.75M as of Q2 2026.
  • Oakwell Private Wealth Management bought 938 Amazon shares in Q2 2026, an estimated $235K.
  • Amazon made up 0.29% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Oakwell Private Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 3,378 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.