Shakespeare Wealth Management’s Amazon AMZN Stock Holding History

Shakespeare 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	$493K	Buy	2,068 +953	+85%	+$239K	0.13%	50
2026 Q1	$232K	Sell	1,115 -61	-5%	-$13.4K	0.06%	90
2025 Q4	$271K	Buy	1,176 +116	+11%	+$26.5K	0.06%	92
2025 Q3	$233K	Buy	+1,060	New	+$240K	0.05%	93
2025 Q2	–	Sell	-1,443	Closed	-$275K	–	96
2025 Q1	$275K	Buy	1,443 +15	+1%	+$3.25K	0.07%	84
2024 Q4	$313K	Buy	1,428 +162	+13%	+$33.1K	0.08%	77
2024 Q3	$236K	Buy	1,266 +99	+8%	+$18.1K	0.06%	89
2024 Q2	$226K	Buy	1,167 +39	+3%	+$7.16K	0.07%	82
2024 Q1	$203K	Buy	+1,128	New	+$188K	0.06%	86

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

Shakespeare Wealth Management increased its Amazon (AMZN) stake by 85% in Q2 2026, buying an estimated $239K and bringing the position to 2,068 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #50.

Shakespeare Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Shakespeare Wealth Management held 2,068 shares of Amazon worth $493K as of Q2 2026.
Shakespeare Wealth Management bought 953 Amazon shares in Q2 2026, an estimated $239K.
Amazon made up 0.13% of Shakespeare Wealth Management's portfolio in Q2 2026, its #50 holding.
Shakespeare Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.