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Spire Wealth Management’s Amazon AMZN Stock Holding History

Spire 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 		$74.9M Sell
314,175
-7,722
-2% -$1.94M 2.26% 4
2026
Q1 		$67M Sell
321,897
-10,451
-3% -$2.3M 2.29% 4
2025
Q4 		$76.7M Buy
332,348
+13,573
+4% +$3.11M 2.57% 4
2025
Q3 		$70M Buy
318,775
+10,771
+3% +$2.44M 2.38% 6
2025
Q2 		$67.3M Sell
308,004
-52,491
-15% -$10.4M 2.42% 6
2025
Q1 		$68.6M Sell
360,495
-13,090
-4% -$2.84M 2.2% 6
2024
Q4 		$82M Buy
373,585
+19,926
+6% +$4.08M 2.55% 5
2024
Q3 		$65.9M Buy
353,659
+2,595
+0.7% +$473K 2.22% 7
2024
Q2 		$67.8M Sell
351,064
-18,560
-5% -$3.41M 2.39% 7
2024
Q1 		$89.9M Sell
369,624
-2,703
-0.7% -$451K 1.63% 16
2023
Q4 		$57.8M Buy
372,327
+12,652
+4% +$1.77M 1.91% 7
2023
Q3 		$45.7M Buy
359,675
+13,880
+4% +$1.86M 1.74% 7
2023
Q2 		$45.1M Sell
345,795
-17,749
-5% -$2.03M 1.66% 8
2023
Q1 		$37.6M Buy
363,544
+23,662
+7% +$2.29M 1.46% 9
2022
Q4 		$28.6M Sell
339,882
-18,805
-5% -$1.86M 1.61% 9
2022
Q3 		$40.5M Sell
358,687
-114,978
-24% -$14.5M 2.46% 6
2022
Q2 		$50.3M Sell
473,665
-155,235
-25% -$19.4M 2.07% 5
2022
Q1 		$103M Sell
628,900
-65,640
-9% -$10.1M 2.75% 3
2021
Q4 		$116M Buy
694,540
+47,620
+7% +$8.15M 2.57% 3
2021
Q3 		$106M Buy
646,920
+2,680
+0.4% +$462K 2.82% 3
2021
Q2 		$111M Sell
644,240
-61,640
-9% -$10.2M 3% 2
2021
Q1 		$108M Buy
+705,880
New +$112M 2.86% 2

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

Spire Wealth Management reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $1.94M and leaving 314,175 shares worth $74.9M. The position accounts for 2.26% of the portfolio, ranked #4.

Spire Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $116M in Q4 2021. 1,878 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spire Wealth Management held 314,175 shares of Amazon worth $74.9M as of Q2 2026.
  • Spire Wealth Management sold 7,722 Amazon shares in Q2 2026, an estimated $1.94M.
  • Amazon made up 2.26% of Spire Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Spire Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Amazon position peaked at $116M in Q4 2021.
  • 1,878 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.