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Pacific Wealth Strategies Group’s Amazon AMZN Stock Holding History

Pacific Wealth Strategies 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 		$5.78M Sell
24,242
-5,824
-19% -$1.46M 3.32% 5
2026
Q1 		$6.26M Sell
30,066
-6,292
-17% -$1.39M 3.91% 6
2025
Q4 		$8.39M Buy
36,358
+1,384
+4% +$317K 4.75% 7
2025
Q3 		$7.68M Sell
34,974
-108
-0.3% -$24.4K 4.71% 7
2025
Q2 		$8.21M Buy
35,082
+2,975
+9% +$589K 5.39% 6
2025
Q1 		$6.11M Sell
32,107
-133
-0.4% -$28.9K 4.54% 9
2024
Q4 		$7.07M Buy
32,240
+39
+0.1% +$7.98K 4.92% 8
2024
Q3 		$6M Buy
32,201
+4,848
+18% +$885K 4.45% 9
2024
Q2 		$5.29M Sell
27,353
-5,745
-17% -$1.06M 4.37% 9
2024
Q1 		$5.97M Buy
33,098
+393
+1% +$65.6K 4.98% 7
2023
Q4 		$4.97M Sell
32,705
-274
-0.8% -$38.4K 4.74% 7
2023
Q3 		$4.19M Buy
32,979
+2,326
+8% +$312K 4.42% 7
2023
Q2 		$4M Buy
30,653
+190
+0.6% +$21.7K 4.09% 8
2023
Q1 		$3.15M Buy
30,463
+569
+2% +$55K 3.59% 10
2022
Q4 		$2.51M Buy
29,894
+310
+1% +$30.6K 3.36% 9
2022
Q3 		$3.34M Sell
29,584
-124
-0.4% -$15.7K 4.66% 7
2022
Q2 		$3.15M Sell
29,708
-34,872
-54% -$4.36M 4.06% 8
2022
Q1 		$10.5M Buy
64,580
+300
+0.5% +$46.4K 4.41% 5
2021
Q4 		$10.7M Buy
64,280
+2,500
+4% +$428K 3.73% 7
2021
Q3 		$10.1M Buy
61,780
+2,400
+4% +$414K 3.76% 6
2021
Q2 		$10.2M Buy
59,380
+3,280
+6% +$545K 3.91% 6
2021
Q1 		$8.68M Sell
56,100
-2,420
-4% -$384K 3.64% 8
2020
Q4 		$9.31M Buy
58,520
+860
+1% +$137K 4.02% 5
2020
Q3 		$9.08M Sell
57,660
-1,440
-2% -$227K 4.77% 2
2020
Q2 		$8.15M Buy
59,100
+1,640
+3% +$198K 4.53% 3
2020
Q1 		$5.6M Buy
57,460
+3,180
+6% +$308K 3.82% 4
2019
Q4 		$5.01M Buy
54,280
+1,060
+2% +$93.8K 2.77% 7
2019
Q3 		$4.62M Buy
53,220
+700
+1% +$64.9K 2.84% 8
2019
Q2 		$4.97M Sell
52,520
-40
-0.1% -$3.73K 3.12% 7
2019
Q1 		$4.68M Buy
52,560
+780
+2% +$64.9K 3.02% 7
2018
Q4 		$3.89M Buy
51,780
+1,280
+3% +$106K 2.79% 9
2018
Q3 		$5.06M Buy
50,500
+580
+1% +$54.5K 3.23% 7
2018
Q2 		$4.24M Buy
49,920
+2,080
+4% +$165K 2.93% 10
2018
Q1 		$3.46M Buy
47,840
+1,360
+3% +$97.3K 2.46% 10
2017
Q4 		$2.72M Buy
46,480
+3,720
+9% +$205K 1.93% 15
2017
Q3 		$2.06M Buy
42,760
+3,160
+8% +$155K 1.62% 24
2017
Q2 		$1.92M Sell
39,600
-1,400
-3% -$66.8K 1.64% 23
2017
Q1 		$1.82M Buy
41,000
+35,020
+586% +$1.46M 1.58% 23
2016
Q4 		$224K Buy
+5,980
New +$234K 0.22% 66

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

Pacific Wealth Strategies Group's AMZN Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Amazon (AMZN) stake by 19% in Q2 2026, selling an estimated $1.46M and leaving 24,242 shares worth $5.78M. The position accounts for 3.32% of the portfolio, ranked #5.

Pacific Wealth Strategies Group first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.7M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pacific Wealth Strategies Group held 24,242 shares of Amazon worth $5.78M as of Q2 2026.
  • Pacific Wealth Strategies Group sold 5,824 Amazon shares in Q2 2026, an estimated $1.46M.
  • Amazon made up 3.32% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #5 holding.
  • Pacific Wealth Strategies Group first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
  • Pacific Wealth Strategies Group's Amazon position peaked at $10.7M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.