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Smallwood Wealth Investment Management’s Amazon AMZN Stock Holding History

Smallwood Wealth Investment 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 		$998K Buy
4,188
+114
+3% +$28.6K 0.44% 33
2026
Q1 		$848K Buy
4,074
+25
+0.6% +$5.5K 0.45% 32
2025
Q4 		$935K Buy
4,049
+18
+0.4% +$4.12K 0.49% 31
2025
Q3 		$885K Buy
4,031
+59
+1% +$13.4K 0.45% 34
2025
Q2 		$871K Buy
3,972
+217
+6% +$42.9K 0.5% 33
2025
Q1 		$714K Buy
3,755
+200
+6% +$43.4K 0.45% 33
2024
Q4 		$780K Buy
3,555
+150
+4% +$30.7K 0.53% 31
2024
Q3 		$634K Hold
3,405
– – 0.45% 32
2024
Q2 		$658K Hold
3,405
– – 0.51% 30
2024
Q1 		$614K Hold
3,405
– – 0.48% 33
2023
Q4 		$517K Buy
3,405
+259
+8% +$36.3K 0.43% 35
2023
Q3 		$400K Sell
3,146
-180
-5% -$24.1K 0.36% 41
2023
Q2 		$434K Sell
3,326
-314
-9% -$35.9K 0.39% 41
2023
Q1 		$376K Sell
3,640
-5,724
-61% -$553K 0.36% 42
2022
Q4 		$787K Sell
9,364
-16
-0.2% -$1.58K 0.67% 32
2022
Q3 		$1.06M Sell
9,380
-280
-3% -$35.4K 0.95% 24
2022
Q2 		$1.03M Buy
9,660
+5,460
+130% +$683K 1.04% 21
2022
Q1 		$685K Buy
4,200
+220
+6% +$34K 0.65% 27
2021
Q4 		$664K Buy
+3,980
New +$681K 0.62% 28

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
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
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
Mirae Asset Global Investments
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Smallwood Wealth Investment Management's AMZN Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,188 shares worth $998K. The position accounts for 0.44% of the portfolio, ranked #33.

Smallwood Wealth Investment Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2022. 2,558 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,188 shares of Amazon worth $998K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 114 Amazon shares in Q2 2026, an estimated $28.6K.
  • Amazon made up 0.44% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #33 holding.
  • Smallwood Wealth Investment Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Amazon position peaked at $1.06M in Q3 2022.
  • 2,558 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.