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Peak Financial Management’s Amazon AMZN Stock Holding History

Peak Financial 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 		$725K Sell
3,041
-385
-11% -$96.6K 0.17% 52
2026
Q1 		$714K Sell
3,426
-303
-8% -$66.7K 0.18% 48
2025
Q4 		$861K Sell
3,729
-251
-6% -$57.4K 0.22% 43
2025
Q3 		$874K Sell
3,980
-7
-0.2% -$1.58K 0.23% 45
2025
Q2 		$875K Sell
3,987
-1,647
-29% -$326K 0.25% 45
2025
Q1 		$1.07M Sell
5,634
-47
-0.8% -$10.2K 0.32% 39
2024
Q4 		$1.25M Buy
5,681
+772
+16% +$158K 0.37% 38
2024
Q3 		$915K Sell
4,909
-345
-7% -$62.9K 0.27% 43
2024
Q2 		$1.02M Buy
5,254
+134
+3% +$24.6K 0.32% 40
2024
Q1 		$924K Sell
5,120
-311
-6% -$51.9K 0.29% 41
2023
Q4 		$825K Buy
5,431
+1,042
+24% +$146K 0.28% 43
2023
Q3 		$558K Sell
4,389
-1,110
-20% -$149K 0.2% 46
2023
Q2 		$717K Buy
5,499
+330
+6% +$37.7K 0.26% 45
2023
Q1 		$534K Sell
5,169
-126
-2% -$12.2K 0.2% 44
2022
Q4 		$445K Buy
5,295
+650
+14% +$64.2K 0.17% 48
2022
Q3 		$525K Buy
4,645
+620
+15% +$78.4K 0.22% 43
2022
Q2 		$427K Sell
4,025
-355
-8% -$44.4K 0.16% 45
2022
Q1 		$715K Sell
4,380
-60
-1% -$9.27K 0.24% 42
2021
Q4 		$742K Sell
4,440
-20
-0.4% -$3.42K 0.24% 42
2021
Q3 		$734K Sell
4,460
-360
-7% -$62.1K 0.25% 42
2021
Q2 		$831K Buy
4,820
+240
+5% +$39.9K 0.28% 39
2021
Q1 		$710K Buy
4,580
+1,660
+57% +$263K 0.26% 39
2020
Q4 		$477K Buy
+2,920
New +$466K 0.18% 42

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

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

Peak Financial Management reduced its Amazon (AMZN) stake by 11% in Q2 2026, selling an estimated $96.6K and leaving 3,041 shares worth $725K. The position accounts for 0.17% of the portfolio, ranked #52.

Peak Financial Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Peak Financial Management held 3,041 shares of Amazon worth $725K as of Q2 2026.
  • Peak Financial Management sold 385 Amazon shares in Q2 2026, an estimated $96.6K.
  • Amazon made up 0.17% of Peak Financial Management's portfolio in Q2 2026, its #52 holding.
  • Peak Financial Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Peak Financial Management's Amazon position peaked at $1.25M in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.