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Semus Wealth Partners’s Amazon AMZN Stock Holding History

Semus Wealth Partners’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 		$4.89M Sell
20,510
-817
-4% -$205K 2.36% 13
2026
Q1 		$4.44M Buy
21,327
+332
+2% +$73.1K 2.48% 9
2025
Q4 		$4.85M Buy
20,995
+486
+2% +$111K 2.61% 8
2025
Q3 		$4.5M Buy
20,509
+220
+1% +$49.8K 2.55% 8
2025
Q2 		$4.45M Buy
20,289
+652
+3% +$129K 2.89% 5
2025
Q1 		$3.74M Buy
19,637
+795
+4% +$173K 2.6% 6
2024
Q4 		$4.13M Buy
18,842
+922
+5% +$189K 2.74% 7
2024
Q3 		$3.34M Buy
17,920
+49
+0.3% +$8.94K 2.34% 8
2024
Q2 		$3.45M Buy
17,871
+494
+3% +$90.7K 2.67% 7
2024
Q1 		$3.13M Buy
17,377
+1,107
+7% +$185K 2.64% 5
2023
Q4 		$2.47M Sell
16,270
-11,051
-40% -$1.55M 2.03% 11
2023
Q3 		$3.47M Buy
27,321
+17
+0.1% +$2.28K 3.24% 4
2023
Q2 		$3.56M Buy
27,304
+124
+0.5% +$14.2K 3.27% 4
2023
Q1 		$2.81M Sell
27,180
-600
-2% -$58K 3.02% 5
2022
Q4 		$2.33M Buy
+27,780
New +$2.74M 2.83% 4

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Semus Wealth Partners's AMZN Position: Q2 2026 in Review

Semus Wealth Partners reduced its Amazon (AMZN) stake by 3.8% in Q2 2026, selling an estimated $205K and leaving 20,510 shares worth $4.89M. The position accounts for 2.36% of the portfolio, ranked #13.

Semus Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Semus Wealth Partners held 20,510 shares of Amazon worth $4.89M as of Q2 2026.
  • Semus Wealth Partners sold 817 Amazon shares in Q2 2026, an estimated $205K.
  • Amazon made up 2.36% of Semus Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Semus Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.