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TLWM Financial’s Amazon AMZN Stock Holding History

TLWM 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 		$3.2M Sell
13,427
-125
-0.9% -$31.4K 0.52% 14
2026
Q1 		$2.82M Buy
13,552
+671
+5% +$148K 0.51% 16
2025
Q4 		$2.97M Sell
12,881
-90
-0.7% -$20.6K 0.54% 16
2025
Q3 		$2.85M Buy
12,971
+470
+4% +$106K 0.51% 15
2025
Q2 		$2.74M Sell
12,501
-83
-0.7% -$16.4K 0.52% 17
2025
Q1 		$2.39M Buy
12,584
+179
+1% +$38.8K 0.48% 16
2024
Q4 		$2.72M Buy
12,405
+292
+2% +$59.7K 0.54% 16
2024
Q3 		$2.26M Sell
12,113
-204
-2% -$37.2K 0.46% 17
2024
Q2 		$2.38M Buy
12,317
+60
+0.5% +$11K 0.51% 14
2024
Q1 		$2.21M Sell
12,257
-3,072
-20% -$513K 0.49% 14
2023
Q4 		$2.33M Buy
15,329
+23
+0.2% +$3.22K 0.55% 15
2023
Q3 		$1.95M Sell
15,306
-245
-2% -$32.8K 0.52% 17
2023
Q2 		$2.03M Sell
15,551
-1,394
-8% -$159K 0.58% 17
2023
Q1 		$1.75M Buy
16,945
+90
+0.5% +$8.7K 0.56% 16
2022
Q4 		$1.42M Buy
16,855
+7,649
+83% +$756K 0.51% 16
2022
Q3 		$1.05M Sell
9,206
-416
-4% -$52.6K 0.46% 21
2022
Q2 		$1M Buy
9,622
+422
+5% +$52.8K 0.38% 18
2022
Q1 		$1.51M Buy
9,200
+1,640
+22% +$253K 0.53% 17
2021
Q4 		$1.26M Buy
7,560
+360
+5% +$61.6K 0.42% 23
2021
Q3 		$1.19M Buy
7,200
+760
+12% +$131K 0.45% 19
2021
Q2 		$1.1M Buy
6,440
+360
+6% +$59.8K 0.4% 23
2021
Q1 		$928K Buy
6,080
+220
+4% +$34.9K 0.35% 26
2020
Q4 		$954K Sell
5,860
-20
-0.3% -$3.19K 0.38% 22
2020
Q3 		$893K Buy
5,880
+160
+3% +$25.2K 0.42% 19
2020
Q2 		$802K Sell
5,720
-2,160
-27% -$261K 0.47% 20
2020
Q1 		$778K Buy
7,880
+40
+0.5% +$3.87K 0.46% 18
2019
Q4 		$730K Hold
7,840
– – 0.35% 24
2019
Q3 		$669K Sell
7,840
-140
-2% -$13K 0.34% 25
2019
Q2 		$766K Sell
7,980
-360
-4% -$33.5K 0.44% 16
2019
Q1 		$743K Sell
8,340
-360
-4% -$30K 0.42% 18
2018
Q4 		$722K Sell
8,700
-1,580
-15% -$131K 0.44% 19
2018
Q3 		$1.03M Sell
10,280
-1,740
-14% -$164K 0.6% 14
2018
Q2 		$1.01M Buy
12,020
+5,660
+89% +$449K 0.63% 14
2018
Q1 		$461K Sell
6,360
-740
-10% -$52.9K 0.31% 43
2017
Q4 		$415K Buy
+7,100
New +$391K 0.32% 39

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

TLWM Financial's AMZN Position: Q2 2026 in Review

TLWM Financial reduced its Amazon (AMZN) stake by 0.92% in Q2 2026, selling an estimated $31.4K and leaving 13,427 shares worth $3.2M. The position accounts for 0.52% of the portfolio, ranked #14.

TLWM Financial first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • TLWM Financial held 13,427 shares of Amazon worth $3.2M as of Q2 2026.
  • TLWM Financial sold 125 Amazon shares in Q2 2026, an estimated $31.4K.
  • Amazon made up 0.52% of TLWM Financial's portfolio in Q2 2026, its #14 holding.
  • TLWM Financial first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.