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SWP Financial’s Amazon AMZN Stock Holding History

SWP Financial’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 		$270K Buy
+1,132
New +$284K 0.12% 68
2026
Q1 		– Sell
-1,032
Closed -$238K – 72
2025
Q4 		$238K Buy
1,032
+27
+3% +$6.18K 0.12% 66
2025
Q3 		$221K Sell
1,005
-30
-3% -$6.79K 0.11% 69
2025
Q2 		$227K Buy
+1,035
New +$205K 0.12% 68
2025
Q1 		– Sell
-1,162
Closed -$255K – 64
2024
Q4 		$255K Hold
1,162
– – 0.15% 60
2024
Q3 		$217K Hold
1,162
– – 0.13% 52
2024
Q2 		$225K Hold
1,162
– – 0.15% 48
2024
Q1 		$210K Buy
+1,162
New +$194K 0.15% 46

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
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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SWP Financial's AMZN Position: Q2 2026 in Review

SWP Financial opened a new position in Amazon (AMZN) in Q2 2026: 1,132 shares worth $270K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings. This is a return to the name: SWP Financial previously reported a position in AMZN as recently as Q4 2025.

SWP Financial first reported a position in AMZN in Q1 2024 and has held it in 8 quarters since. 3,163 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SWP Financial held 1,132 shares of Amazon worth $270K as of Q2 2026.
  • Amazon was a new SWP Financial position in Q2 2026.
  • Amazon made up 0.12% of SWP Financial's portfolio in Q2 2026, its #68 holding.
  • SWP Financial first reported a position in Amazon in Q1 2024 and has held it in 8 quarters since.
  • 3,163 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.