PWMG
AMZN icon

Pinnacle Wealth Management Group’s Amazon AMZN Stock Holding History

Pinnacle Wealth Management 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 		$1.43M Sell
5,981
-120
-2% -$30.1K 0.67% 36
2026
Q1 		$1.27M Sell
6,101
-190
-3% -$41.8K 0.62% 39
2025
Q4 		$1.45M Sell
6,291
-160
-2% -$36.6K 0.73% 33
2025
Q3 		$1.42M Sell
6,451
-110
-2% -$24.9K 0.73% 36
2025
Q2 		$1.44M Buy
+6,561
New +$1.3M 0.83% 34
2025
Q1 		– Sell
-7,011
Closed -$1.54M – 112
2024
Q4 		$1.54M Buy
7,011
+250
+4% +$51.1K 0.96% 31
2024
Q3 		$1.26M Buy
6,761
+300
+5% +$54.7K 0.79% 33
2024
Q2 		$1.25M Buy
6,461
+200
+3% +$36.7K 0.84% 31
2024
Q1 		$1.13M Buy
6,261
+961
+18% +$160K 0.84% 32
2023
Q4 		$805K Sell
5,300
-260
-5% -$36.4K 0.66% 41
2023
Q3 		$707K Sell
5,560
-950
-15% -$127K 0.64% 42
2023
Q2 		$849K Hold
6,510
– – 0.74% 34
2023
Q1 		$672K Sell
6,510
-450
-6% -$43.5K 0.58% 40
2022
Q4 		$585K Buy
6,960
+500
+8% +$49.4K 0.52% 44
2022
Q3 		$730K Sell
6,460
-300
-4% -$37.9K 0.64% 35
2022
Q2 		$718K Sell
6,760
-520
-7% -$65.1K 0.6% 40
2022
Q1 		$1.19M Sell
7,280
-700
-9% -$108K 0.89% 31
2021
Q4 		$1.33M Sell
7,980
-200
-2% -$34.2K 0.99% 30
2021
Q3 		$1.34M Sell
8,180
-100
-1% -$17.2K 1.01% 31
2021
Q2 		$1.42M Buy
+8,280
New +$1.38M 1.04% 31

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

Pinnacle Wealth Management Group's AMZN Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Amazon (AMZN) stake by 2% in Q2 2026, selling an estimated $30.1K and leaving 5,981 shares worth $1.43M. The position accounts for 0.67% of the portfolio, ranked #36.

Pinnacle Wealth Management Group first reported a position in AMZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pinnacle Wealth Management Group held 5,981 shares of Amazon worth $1.43M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 120 Amazon shares in Q2 2026, an estimated $30.1K.
  • Amazon made up 0.67% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #36 holding.
  • Pinnacle Wealth Management Group first reported a position in Amazon in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Group's Amazon position peaked at $1.54M in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.