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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
2023
Q1 		– Sell
-3,000
Closed -$252K – 61
2022
Q4 		$252K Sell
3,000
-1,000
-25% -$98.8K 0.21% 62
2022
Q3 		$452K Buy
+4,000
New +$506K 0.41% 47

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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. 4,423 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.
  • 4,423 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.