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Taylor & Morgan Wealth Management’s Amazon AMZN Stock Holding History

Taylor & Morgan 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 		$3.81M Sell
15,980
-654
-4% -$164K 1.88% 16
2026
Q1 		$3.46M Sell
16,634
-572
-3% -$126K 1.98% 16
2025
Q4 		$3.97M Sell
17,206
-362
-2% -$82.8K 2.23% 13
2025
Q3 		$3.86M Buy
17,568
+26
+0.1% +$5.88K 2.37% 13
2025
Q2 		$3.85M Sell
17,542
-9
-0.1% -$1.78K 2.6% 11
2025
Q1 		$3.34M Sell
17,551
-314
-2% -$68.1K 2.52% 10
2024
Q4 		$3.92M Sell
17,865
-3,536
-17% -$723K 2.75% 10
2024
Q3 		$3.99M Sell
21,401
-1,376
-6% -$251K 2.68% 10
2024
Q2 		$4.4M Sell
22,777
-434
-2% -$79.7K 3.11% 10
2024
Q1 		$4.19M Sell
23,211
-164
-0.7% -$27.4K 3.07% 9
2023
Q4 		$3.55M Sell
23,375
-158
-0.7% -$22.1K 2.82% 10
2023
Q3 		$2.99M Sell
23,533
-1,238
-5% -$166K 2.7% 11
2023
Q2 		$3.23M Sell
24,771
-429
-2% -$49K 2.65% 10
2023
Q1 		$2.6M Buy
25,200
+793
+3% +$76.6K 2.26% 11
2022
Q4 		$2.05M Buy
24,407
+2,103
+9% +$208K 1.93% 11
2022
Q3 		$2.52M Sell
22,304
-455
-2% -$57.5K 2.51% 11
2022
Q2 		$2.42M Buy
22,759
+2,499
+12% +$313K 2.29% 11
2022
Q1 		$3.3M Buy
20,260
+4,480
+28% +$692K 2.7% 9
2021
Q4 		$2.63M Buy
+15,780
New +$2.7M 2.13% 10

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Taylor & Morgan Wealth Management's AMZN Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Amazon (AMZN) stake by 3.9% in Q2 2026, selling an estimated $164K and leaving 15,980 shares worth $3.81M. The position accounts for 1.88% of the portfolio, ranked #16.

Taylor & Morgan Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.4M in Q2 2024. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Taylor & Morgan Wealth Management held 15,980 shares of Amazon worth $3.81M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 654 Amazon shares in Q2 2026, an estimated $164K.
  • Amazon made up 1.88% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Taylor & Morgan Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Amazon position peaked at $4.4M in Q2 2024.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.