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Pathway Financial Advisors’s Amazon AMZN Stock Holding History

Pathway Financial Advisors’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 		$705K Buy
2,906
+491
+20% +$123K 0.08% 77
2026
Q1 		$507K Buy
2,415
+6
+0.2% +$1.32K 0.06% 90
2025
Q4 		$580K Buy
2,409
+5
+0.2% +$1.14K 0.07% 85
2025
Q3 		$528K Buy
2,404
+556
+30% +$126K 0.07% 94
2025
Q2 		$405K Buy
1,848
+2
+0.1% +$396 0.06% 97
2025
Q1 		$351K Buy
1,846
+2
+0.1% +$434 0.06% 117
2024
Q4 		$405K Sell
1,844
-15
-0.8% -$3.07K 0.09% 106
2024
Q3 		$346K Sell
1,859
-2,876
-61% -$525K 0.09% 110
2024
Q2 		$915K Sell
4,735
-50
-1% -$9.19K 0.25% 50
2024
Q1 		$863K Buy
4,785
+200
+4% +$33.4K 0.23% 53
2023
Q4 		$697K Buy
4,585
+2,726
+147% +$382K 0.2% 61
2023
Q3 		$236K Buy
+1,859
New +$249K 0.08% 117
2018
Q3 		– Sell
-500
Closed -$42K – 110
2018
Q2 		$42K Hold
500
– – 0.02% 278
2018
Q1 		$36K Sell
500
-60
-11% -$4.29K 0.02% 303
2017
Q4 		$33K Buy
+560
New +$30.8K 0.02% 318

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
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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pathway Financial Advisors's AMZN Position: Q2 2026 in Review

Pathway Financial Advisors increased its Amazon (AMZN) stake by 20% in Q2 2026, buying an estimated $123K and bringing the position to 2,906 shares worth $705K. The position accounts for 0.08% of the portfolio, ranked #77.

Pathway Financial Advisors first reported a position in AMZN in Q4 2017 and has held it in 15 quarters since. The position peaked at $915K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pathway Financial Advisors held 2,906 shares of Amazon worth $705K as of Q2 2026.
  • Pathway Financial Advisors bought 491 Amazon shares in Q2 2026, an estimated $123K.
  • Amazon made up 0.08% of Pathway Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Pathway Financial Advisors first reported a position in Amazon in Q4 2017 and has held it in 15 quarters since.
  • Pathway Financial Advisors's Amazon position peaked at $915K in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.