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Summit Wealth Partners’s Amazon AMZN Stock Holding History

Summit Wealth Partners’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 		$6.07M Buy
25,466
+365
+1% +$91.6K 0.86% 34
2026
Q1 		$5.23M Buy
25,101
+19,368
+338% +$4.26M 0.83% 33
2025
Q4 		$1.32M Buy
5,733
+21
+0.4% +$4.8K 0.24% 70
2025
Q3 		$1.25M Buy
5,712
+100
+2% +$22.6K 0.23% 74
2025
Q2 		$1.23M Buy
5,612
+131
+2% +$25.9K 0.23% 72
2025
Q1 		$1.04M Buy
5,481
+370
+7% +$80.3K 0.21% 79
2024
Q4 		$1.12M Buy
5,111
+810
+19% +$166K 0.23% 76
2024
Q3 		$801K Hold
4,301
– – 0.15% 100
2024
Q2 		$831K Hold
4,301
– – 0.17% 93
2024
Q1 		$776K Sell
4,301
-200
-4% -$33.4K 0.17% 94
2023
Q4 		$684K Buy
4,501
+50
+1% +$7.01K 0.16% 97
2023
Q3 		$566K Sell
4,451
-649
-13% -$87K 0.14% 97
2023
Q2 		$665K Sell
5,100
-2,831
-36% -$323K 0.17% 87
2023
Q1 		$819K Buy
7,931
+150
+2% +$14.5K 0.21% 78
2022
Q4 		$654K Sell
7,781
-549
-7% -$54.2K 0.17% 87
2022
Q3 		$941K Buy
8,330
+20
+0.2% +$2.53K 0.27% 59
2022
Q2 		$883K Buy
8,310
+450
+6% +$56.3K 0.24% 59
2022
Q1 		$1.28M Buy
7,860
+460
+6% +$71.1K 0.29% 47
2021
Q4 		$1.23M Buy
7,400
+120
+2% +$20.5K 0.26% 51
2021
Q3 		$1.2M Buy
7,280
+40
+0.6% +$6.9K 0.28% 48
2021
Q2 		$1.25M Hold
7,240
– – 0.3% 50
2021
Q1 		$1.12M Hold
7,240
– – 0.29% 50
2020
Q4 		$1.18M Hold
7,240
– – 0.32% 50
2020
Q3 		$1.14M Buy
7,240
+300
+4% +$47.3K 0.34% 51
2020
Q2 		$957K Buy
6,940
+360
+5% +$43.5K 0.31% 56
2020
Q1 		$641K Buy
6,580
+3,260
+98% +$316K 0.26% 55
2019
Q4 		$307K Buy
+3,320
New +$294K 0.11% 91

Other funds holding AMZN

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Wealth Partners's AMZN Position: Q2 2026 in Review

Summit Wealth Partners increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $91.6K and bringing the position to 25,466 shares worth $6.07M. The position accounts for 0.86% of the portfolio, ranked #34.

Summit Wealth Partners first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 3,253 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Summit Wealth Partners held 25,466 shares of Amazon worth $6.07M as of Q2 2026.
  • Summit Wealth Partners bought 365 Amazon shares in Q2 2026, an estimated $91.6K.
  • Amazon made up 0.86% of Summit Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Summit Wealth Partners first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 3,253 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.