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Pinnacle Wealth Management’s Amazon AMZN Stock Holding History

Pinnacle Wealth 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 		$1.94M Sell
8,120
-403
-5% -$101K 1.2% 21
2026
Q1 		$1.77M Sell
8,523
-3,986
-32% -$878K 1.2% 18
2025
Q4 		$2.89M Buy
12,509
+704
+6% +$161K 1.94% 16
2025
Q3 		$2.59M Sell
11,805
-845
-7% -$191K 1.75% 21
2025
Q2 		$2.78M Buy
12,650
+178
+1% +$35.2K 2.32% 16
2025
Q1 		$2.37M Sell
12,472
-4,975
-29% -$1.08M 2.67% 8
2024
Q4 		$3.83M Sell
17,447
-145
-0.8% -$29.7K 4.26% 4
2024
Q3 		$3.28M Sell
17,592
-1,473
-8% -$269K 3.92% 4
2024
Q2 		$3.68M Buy
19,065
+435
+2% +$79.9K 4.61% 4
2024
Q1 		$3.36M Sell
18,630
-1,700
-8% -$284K 3.5% 5
2023
Q4 		$3.09M Sell
20,330
-162
-0.8% -$22.7K 3.53% 10
2023
Q3 		$2.6M Buy
20,492
+4,864
+31% +$652K 3.16% 9
2023
Q2 		$2.04M Buy
+15,628
New +$1.78M 2.06% 15
2022
Q4 		$1.49M Buy
17,697
+2,259
+15% +$223K 1.79% 32
2022
Q3 		$1.74M Buy
15,438
+1,593
+12% +$201K 2.12% 14
2022
Q2 		$1.47M Buy
13,845
+945
+7% +$118K 2.07% 30
2022
Q1 		$2.1M Buy
12,900
+1,120
+10% +$173K 2.46% 17
2021
Q4 		$1.96M Buy
+11,780
New +$2.02M 1.68% 34

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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

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

Pinnacle Wealth Management reduced its Amazon (AMZN) stake by 4.7% in Q2 2026, selling an estimated $101K and leaving 8,120 shares worth $1.94M. The position accounts for 1.2% of the portfolio, ranked #21.

Pinnacle Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.83M in Q4 2024. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pinnacle Wealth Management held 8,120 shares of Amazon worth $1.94M as of Q2 2026.
  • Pinnacle Wealth Management sold 403 Amazon shares in Q2 2026, an estimated $101K.
  • Amazon made up 1.2% of Pinnacle Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Pinnacle Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management's Amazon position peaked at $3.83M in Q4 2024.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.