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StoneCrest Wealth Management’s Amazon AMZN Stock Holding History

StoneCrest 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 		$7.11M Sell
29,818
-236
-0.8% -$59.2K 2.27% 18
2026
Q1 		$6.26M Sell
30,054
-80
-0.3% -$17.6K 2.65% 11
2025
Q4 		$6.96M Buy
30,134
+1,398
+5% +$320K 2.81% 12
2025
Q3 		$6.31M Buy
28,736
+49
+0.2% +$11.1K 2.76% 11
2025
Q2 		$6.29M Sell
28,687
-149
-0.5% -$29.5K 3% 11
2025
Q1 		$5.49M Sell
28,836
-1,600
-5% -$347K 3.49% 7
2024
Q4 		$6.68M Buy
30,436
+155
+0.5% +$31.7K 4.36% 4
2024
Q3 		$5.64M Buy
30,281
+113
+0.4% +$20.6K 4.1% 6
2024
Q2 		$5.83M Buy
30,168
+4,130
+16% +$759K 4.45% 4
2024
Q1 		$4.7M Sell
26,038
-1,164
-4% -$194K 4.06% 9
2023
Q4 		$4.13M Buy
+27,202
New +$3.81M 3.96% 10

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

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

StoneCrest Wealth Management reduced its Amazon (AMZN) stake by 0.79% in Q2 2026, selling an estimated $59.2K and leaving 29,818 shares worth $7.11M. The position accounts for 2.27% of the portfolio, ranked #18.

StoneCrest Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • StoneCrest Wealth Management held 29,818 shares of Amazon worth $7.11M as of Q2 2026.
  • StoneCrest Wealth Management sold 236 Amazon shares in Q2 2026, an estimated $59.2K.
  • Amazon made up 2.27% of StoneCrest Wealth Management's portfolio in Q2 2026, its #18 holding.
  • StoneCrest Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.