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Segment Wealth Management’s Amazon AMZN Stock Holding History

Segment 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 		$7.77M Buy
32,587
+32
+0.1% +$8.03K 0.4% 62
2026
Q1 		$6.78M Buy
32,555
+362
+1% +$79.7K 0.4% 64
2025
Q4 		$7.43M Buy
32,193
+1,984
+7% +$454K 0.43% 63
2025
Q3 		$6.63M Sell
30,209
-585
-2% -$132K 0.4% 66
2025
Q2 		$6.76M Buy
30,794
+32
+0.1% +$6.33K 0.43% 64
2025
Q1 		$5.85M Sell
30,762
-932
-3% -$202K 0.4% 66
2024
Q4 		$6.95M Sell
31,694
-1,305
-4% -$267K 0.47% 65
2024
Q3 		$6.15M Buy
32,999
+310
+0.9% +$56.6K 0.42% 66
2024
Q2 		$6.32M Sell
32,689
-478
-1% -$87.8K 0.47% 64
2024
Q1 		$5.98M Buy
33,167
+97
+0.3% +$16.2K 0.45% 65
2023
Q4 		$5.02M Buy
33,070
+1,185
+4% +$166K 0.44% 68
2023
Q3 		$4.05M Buy
31,885
+1,726
+6% +$231K 0.41% 69
2023
Q2 		$3.93M Buy
30,159
+832
+3% +$95K 0.4% 72
2023
Q1 		$3.03M Buy
29,327
+60
+0.2% +$5.8K 0.34% 72
2022
Q4 		$2.46M Buy
29,267
+429
+1% +$42.4K 0.28% 77
2022
Q3 		$3.26M Buy
28,838
+368
+1% +$46.5K 0.41% 72
2022
Q2 		$3.02M Sell
28,470
-6,630
-19% -$830K 0.38% 69
2022
Q1 		$5.72M Buy
35,100
+1,600
+5% +$247K 0.59% 62
2021
Q4 		$5.58M Buy
33,500
+6,480
+24% +$1.11M 0.59% 64
2021
Q3 		$4.44M Sell
27,020
-380
-1% -$65.5K 0.53% 65
2021
Q2 		$4.71M Buy
27,400
+120
+0.4% +$19.9K 0.56% 65
2021
Q1 		$4.22M Buy
27,280
+980
+4% +$155K 0.56% 65
2020
Q4 		$4.28M Buy
26,300
+840
+3% +$134K 0.62% 62
2020
Q3 		$4.01M Buy
25,460
+2,000
+9% +$315K 0.65% 57
2020
Q2 		$3.24M Buy
23,460
+240
+1% +$29K 0.6% 63
2020
Q1 		$2.26M Sell
23,220
-500
-2% -$48.4K 0.5% 62
2019
Q4 		$2.19M Buy
23,720
+2,680
+13% +$237K 0.37% 77
2019
Q3 		$1.83M Buy
21,040
+300
+1% +$27.8K 0.36% 73
2019
Q2 		$1.96M Buy
20,740
+300
+1% +$27.9K 0.4% 72
2019
Q1 		$1.82M Sell
20,440
-360
-2% -$30K 0.39% 78
2018
Q4 		$1.56M Buy
20,800
+360
+2% +$29.9K 0.39% 77
2018
Q3 		$2.05M Buy
20,440
+660
+3% +$62.1K 0.45% 74
2018
Q2 		$1.68M Buy
19,780
+280
+1% +$22.2K 0.4% 82
2018
Q1 		$1.41M Buy
19,500
+1,120
+6% +$80.1K 0.35% 86
2017
Q4 		$1.07M Buy
18,380
+760
+4% +$41.8K 0.26% 93
2017
Q3 		$847K Buy
17,620
+2,320
+15% +$114K 0.22% 97
2017
Q2 		$741K Buy
15,300
+6,740
+79% +$322K 0.2% 101
2017
Q1 		$379K Buy
8,560
+20
+0.2% +$834 0.12% 125
2016
Q4 		$320K Hold
8,540
– – 0.12% 121
2016
Q3 		$358K Buy
8,540
+600
+8% +$23K 0.14% 111
2016
Q2 		$284K Buy
+7,940
New +$269K 0.12% 117

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Segment Wealth Management increased its Amazon (AMZN) stake by 0.1% in Q2 2026, buying an estimated $8.03K and bringing the position to 32,587 shares worth $7.77M. The position accounts for 0.4% of the portfolio, ranked #62.

Segment Wealth Management first reported a position in AMZN in Q2 2016 and has held it in 41 quarters since. 1,409 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Segment Wealth Management held 32,587 shares of Amazon worth $7.77M as of Q2 2026.
  • Segment Wealth Management bought 32 Amazon shares in Q2 2026, an estimated $8.03K.
  • Amazon made up 0.4% of Segment Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Segment Wealth Management first reported a position in Amazon in Q2 2016 and has held it in 41 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.