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Orca Wealth Management’s Amazon AMZN Stock Holding History

Orca 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 		– Sell
-1,199
Closed -$250K – 84
2026
Q1 		$250K Buy
1,199
+54
+5% +$11.9K 0.18% 64
2025
Q4 		$273K Buy
1,145
+15
+1% +$3.43K 0.2% 62
2025
Q3 		$248K Buy
+1,130
New +$256K 0.19% 65
2025
Q2 		– Sell
-1,098
Closed -$209K – 65
2025
Q1 		$209K Buy
+1,098
New +$238K 0.19% 62

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Orca Wealth Management sold out of Amazon (AMZN) in Q2 2026, closing a stake of 1,199 shares — an estimated $250K sold.

Orca Wealth Management first reported a position in AMZN in Q1 2025 and held it in 4 quarters. The position peaked at $273K in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Orca Wealth Management reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
  • Orca Wealth Management sold 1,199 Amazon shares in Q2 2026, an estimated $250K.
  • Orca Wealth Management first reported a position in Amazon in Q1 2025 and held it in 4 quarters.
  • Orca Wealth Management's Amazon position peaked at $273K in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.