SWM
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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
2024
Q3 		– Sell
-1,500
Closed -$290K – 128
2024
Q2 		$290K Buy
+1,500
New +$276K 0.16% 112

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. 1,197 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.
  • 1,197 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.