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Regent Peak Wealth Advisors’s Amazon AMZN Stock Holding History

Regent Peak Wealth 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 		$11.7M Buy
49,094
+940
+2% +$236K 2.17% 13
2026
Q1 		$10M Buy
48,154
+532
+1% +$117K 2.05% 15
2025
Q4 		$11M Buy
47,622
+635
+1% +$145K 2.17% 14
2025
Q3 		$10.3M Buy
+46,987
New +$10.6M 2.07% 14
2025
Q1 		$8.49M Sell
44,625
-528
-1% -$115K 2% 15
2024
Q4 		$9.91M Buy
45,153
+318
+0.7% +$65.1K 2.22% 14
2024
Q3 		$8.35M Sell
44,835
-3,809
-8% -$695K 1.92% 16
2024
Q2 		$9.4M Buy
48,644
+592
+1% +$109K 2.15% 15
2024
Q1 		$8.67M Sell
48,052
-623
-1% -$104K 2.2% 15
2023
Q4 		$7.4M Buy
48,675
+3,343
+7% +$469K 2.01% 15
2023
Q3 		$5.76M Buy
45,332
+218
+0.5% +$29.2K 1.76% 15
2023
Q2 		$5.88M Buy
45,114
+397
+0.9% +$45.3K 1.71% 15
2023
Q1 		$4.62M Sell
44,717
-2,528
-5% -$244K 1.43% 14
2022
Q4 		$3.99M Sell
47,245
-2,520
-5% -$249K 1.31% 16
2022
Q3 		$5.62M Buy
49,765
+1,234
+3% +$156K 1.98% 12
2022
Q2 		$5.15M Sell
48,531
-609
-1% -$76.2K 1.68% 13
2022
Q1 		$8.01M Sell
49,140
-20
-0% -$3.09K 2.3% 12
2021
Q4 		$8.2M Buy
49,160
+1,400
+3% +$240K 2.23% 13
2021
Q3 		$7.85M Buy
47,760
+480
+1% +$82.8K 2.25% 12
2021
Q2 		$7.87M Buy
47,280
+1,540
+3% +$256K 2.2% 12
2021
Q1 		$7.08M Buy
45,740
+1,280
+3% +$203K 2.33% 11
2020
Q4 		$7.24M Buy
44,460
+2,580
+6% +$412K 2.41% 10
2020
Q3 		$6.59M Buy
41,880
+1,640
+4% +$259K 2.81% 9
2020
Q2 		$5.55M Buy
40,240
+3,400
+9% +$411K 2.52% 11
2020
Q1 		$3.59M Buy
36,840
+2,000
+6% +$194K 2% 12
2019
Q4 		$3.22M Buy
+34,840
New +$3.08M 1.47% 15

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

Regent Peak Wealth Advisors's AMZN Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Amazon (AMZN) stake by 2% in Q2 2026, buying an estimated $236K and bringing the position to 49,094 shares worth $11.7M. The position accounts for 2.17% of the portfolio, ranked #13.

Regent Peak Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Regent Peak Wealth Advisors held 49,094 shares of Amazon worth $11.7M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 940 Amazon shares in Q2 2026, an estimated $236K.
  • Amazon made up 2.17% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Regent Peak Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.