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SFG Wealth Management’s Amazon AMZN Stock Holding History

SFG 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 		$1.48M Sell
6,205
-199
-3% -$50K 0.53% 31
2026
Q1 		$1.33M Sell
6,404
-2,427
-27% -$534K 0.55% 32
2025
Q4 		$2.04M Sell
8,831
-5
-0.1% -$1.14K 0.8% 27
2025
Q3 		$1.94M Sell
8,836
-443
-5% -$100K 0.84% 26
2025
Q2 		$2.04M Sell
9,279
-428
-4% -$84.7K 1.23% 19
2025
Q1 		$1.85M Sell
9,707
-2,047
-17% -$444K 0.9% 22
2024
Q4 		$2.58M Sell
11,754
-70
-0.6% -$14.3K 1.35% 16
2024
Q3 		$2.2M Sell
11,824
-139
-1% -$25.4K 1.17% 17
2024
Q2 		$2.31M Buy
11,963
+200
+2% +$36.7K 1.32% 16
2024
Q1 		$2.12M Buy
11,763
+99
+0.8% +$16.5K 1.26% 16
2023
Q4 		$1.77M Hold
11,664
– – 1.18% 16
2023
Q3 		$1.48M Sell
11,664
-225
-2% -$30.1K 1.18% 15
2023
Q2 		$1.55M Buy
11,889
+2,450
+26% +$280K 1.3% 15
2023
Q1 		$975K Buy
9,439
+600
+7% +$58K 1.08% 21
2022
Q4 		$742K Sell
8,839
-470
-5% -$46.4K 0.92% 26
2022
Q3 		$1.05M Sell
9,309
-131
-1% -$16.6K 1.42% 21
2022
Q2 		$1M Buy
9,440
+540
+6% +$67.6K 1.17% 27
2022
Q1 		$1.45M Sell
8,900
-220
-2% -$34K 1.36% 25
2021
Q4 		$1.52M Buy
+9,120
New +$1.56M 1.35% 27

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

SFG Wealth Management reduced its Amazon (AMZN) stake by 3.1% in Q2 2026, selling an estimated $50K and leaving 6,205 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #31.

SFG Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SFG Wealth Management held 6,205 shares of Amazon worth $1.48M as of Q2 2026.
  • SFG Wealth Management sold 199 Amazon shares in Q2 2026, an estimated $50K.
  • Amazon made up 0.53% of SFG Wealth Management's portfolio in Q2 2026, its #31 holding.
  • SFG Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's Amazon position peaked at $2.58M in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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