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Peak Financial Advisors’s Amazon AMZN Stock Holding History

Peak 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 		$6.19M Buy
25,956
+1,981
+8% +$497K 2.56% 7
2026
Q1 		$4.99M Buy
23,975
+3,023
+14% +$666K 2.21% 9
2025
Q4 		$4.84M Buy
20,952
+2,037
+11% +$466K 2.17% 8
2025
Q3 		$4.15M Buy
18,915
+414
+2% +$93.7K 1.99% 10
2025
Q2 		$4.06M Buy
18,501
+2,086
+13% +$413K 2.08% 10
2025
Q1 		$3.12M Buy
16,415
+38
+0.2% +$8.25K 1.59% 15
2024
Q4 		$3.59M Sell
16,377
-360
-2% -$73.7K 1.87% 14
2024
Q3 		$3.12M Buy
16,737
+8
+0% +$1.46K 1.6% 22
2024
Q2 		$3.23M Sell
16,729
-751
-4% -$138K 1.86% 12
2024
Q1 		$3.15M Sell
17,480
-104
-0.6% -$17.4K 1.92% 13
2023
Q4 		$2.67M Sell
17,584
-1,511
-8% -$212K 1.79% 17
2023
Q3 		$2.43M Buy
19,095
+3,223
+20% +$432K 2.62% 12
2023
Q2 		$2.07M Buy
15,872
+1,453
+10% +$166K 1.62% 22
2023
Q1 		$1.49M Sell
14,419
-928
-6% -$89.7K 1.26% 29
2022
Q4 		$1.29M Sell
15,347
-6,120
-29% -$605K 1.17% 30
2022
Q3 		$2.43M Sell
21,467
-9,627
-31% -$1.22M 2.98% 10
2022
Q2 		$3.3M Buy
31,094
+10,474
+51% +$1.31M 3.27% 7
2022
Q1 		$3.36M Buy
20,620
+2,380
+13% +$368K 2.88% 9
2021
Q4 		$3.04M Buy
18,240
+500
+3% +$85.6K 2.34% 14
2021
Q3 		$2.91M Buy
17,740
+220
+1% +$37.9K 2.56% 11
2021
Q2 		$3.01M Buy
17,520
+360
+2% +$59.8K 2.59% 7
2021
Q1 		$2.65M Sell
17,160
-8,820
-34% -$1.4M 2.24% 7
2020
Q4 		$4.23M Buy
+25,980
New +$4.15M 3.65% 7

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

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

Peak Financial Advisors increased its Amazon (AMZN) stake by 8.3% in Q2 2026, buying an estimated $497K and bringing the position to 25,956 shares worth $6.19M. The position accounts for 2.56% of the portfolio, ranked #7.

Peak Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 1,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Peak Financial Advisors held 25,956 shares of Amazon worth $6.19M as of Q2 2026.
  • Peak Financial Advisors bought 1,981 Amazon shares in Q2 2026, an estimated $497K.
  • Amazon made up 2.56% of Peak Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Peak Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.