SteelPeak Wealth’s Amazon AMZN Stock Holding History

SteelPeak Wealth’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	–	Hold	0	–	–	–	294
2026 Q1	–	Hold	0	–	–	–	287
2025 Q4	–	Hold	0	–	–	–	329
2025 Q3	–	Hold	0	–	–	–	325
2025 Q2	–	Hold	0	–	–	–	264
2025 Q1	–	Hold	0	–	–	–	493
2024 Q4	–	Hold	0	–	–	–	398
2024 Q3	–	Hold	0	–	–	–	400
2024 Q2	–	Hold	0	–	–	–	230
2024 Q1	–	Hold	0	–	–	–	265
2023 Q4	–	Hold	0	–	–	–	225
2023 Q3	–	Hold	0	–	–	–	395
2023 Q2	–	Hold	0	–	–	–	290
2022 Q4	–	Hold	0	–	-$23K	–	414
2022 Q3	–	Hold	0	–	–	–	388
2022 Q2	–	Sell	-10,000	Closed	-$1.25M	–	388
2022 Q1	$1.63M	Buy	10,000 +8,000	+400%	+$1.24M	0.09%	138
2021 Q4	$333K	Sell	2,000 -2,000	-50%	-$342K	0.02%	313
2021 Q3	$658K	Hold	4,000	–	–	0.04%	216
2021 Q2	$688K	Sell	4,000 -8,000	-67%	-$1.33M	0.05%	231
2021 Q1	$1.86M	Buy	12,000 +8,000	+200%	+$1.27M	0.15%	108
2020 Q4	$652K	Buy	4,000 +2,000	+100%	+$319K	0.06%	185
2020 Q3	$315K	Buy	+2,000	New	+$315K	0.03%	212

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

SteelPeak Wealth's AMZN Position: Q2 2026 in Review

SteelPeak Wealth reduced its Amazon (AMZN) stake by 8.2% in Q2 2026, selling an estimated $11M and leaving 490,421 shares worth $117M. The position accounts for 3.03% of the portfolio, ranked #3.

SteelPeak Wealth first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

SteelPeak Wealth held 490,421 shares of Amazon worth $117M as of Q2 2026.
SteelPeak Wealth sold 43,985 Amazon shares in Q2 2026, an estimated $11M.
Amazon made up 3.03% of SteelPeak Wealth's portfolio in Q2 2026, its #3 holding.
SteelPeak Wealth first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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