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Shelton Wealth Management’s Amazon AMZN Stock Holding History

Shelton 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 		$2.7M Sell
11,331
-1,643
-13% -$412K 1.06% 21
2026
Q1 		$2.7M Buy
12,974
+398
+3% +$87.6K 1.18% 17
2025
Q4 		$2.9M Buy
12,576
+854
+7% +$195K 1.24% 21
2025
Q3 		$2.57M Buy
11,722
+318
+3% +$72K 1.16% 19
2025
Q2 		$2.5M Buy
11,404
+734
+7% +$145K 1.21% 18
2025
Q1 		$2.03M Sell
10,670
-336
-3% -$72.9K 1.1% 20
2024
Q4 		$2.41M Sell
11,006
-1,287
-10% -$263K 1.25% 18
2024
Q3 		$2.29M Buy
12,293
+1,485
+14% +$271K 1.24% 19
2024
Q2 		$2.09M Buy
10,808
+553
+5% +$102K 1.18% 20
2024
Q1 		$1.85M Buy
10,255
+668
+7% +$112K 1.16% 23
2023
Q4 		$1.46M Buy
9,587
+2,325
+32% +$326K 1.03% 25
2023
Q3 		$923K Sell
7,262
-25
-0.3% -$3.35K 0.74% 23
2023
Q2 		$950K Sell
7,287
-388
-5% -$44.3K 0.74% 23
2023
Q1 		$793K Buy
7,675
+551
+8% +$53.2K 0.64% 25
2022
Q4 		$598K Sell
7,124
-476
-6% -$47K 0.47% 33
2022
Q3 		$859K Hold
7,600
– – 0.77% 24
2022
Q2 		$807K Buy
7,600
+480
+7% +$60.1K 0.69% 26
2022
Q1 		$1.16M Buy
7,120
+80
+1% +$12.4K 0.92% 21
2021
Q4 		$1.17M Buy
+7,040
New +$1.2M 0.92% 19

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

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

Shelton Wealth Management reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $412K and leaving 11,331 shares worth $2.7M. The position accounts for 1.06% of the portfolio, ranked #21.

Shelton Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Shelton Wealth Management held 11,331 shares of Amazon worth $2.7M as of Q2 2026.
  • Shelton Wealth Management sold 1,643 Amazon shares in Q2 2026, an estimated $412K.
  • Amazon made up 1.06% of Shelton Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Shelton Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Amazon position peaked at $2.9M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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