Tolleson Wealth Management’s Amazon AMZN Stock Holding History

Tolleson 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	$948K	Buy	3,976 +16	+0.4%	+$4.02K	0.13%	45
2026 Q1	$825K	Hold	3,960	–	–	0.12%	49
2025 Q4	$914K	Sell	3,960 -475	-11%	-$109K	0.13%	47
2025 Q3	$974K	Buy	4,435 +475	+12%	+$108K	0.15%	45
2025 Q2	$869K	Hold	3,960	–	–	0.15%	48
2025 Q1	$753K	Sell	3,960 -2,436	-38%	-$529K	0.15%	49
2024 Q4	$1.4M	Buy	6,396 +2,186	+52%	+$447K	0.29%	32
2024 Q3	$784K	Sell	4,210 -44	-1%	-$8.03K	0.15%	45
2024 Q2	$822K	Buy	+4,254	New	+$781K	0.16%	46
2024 Q1	–	Sell	-4,263	Closed	-$648K	–	82
2023 Q4	$648K	Sell	4,263 -11,267	-73%	-$1.58M	0.13%	53
2023 Q3	$1.97M	Sell	15,530 -10,964	-41%	-$1.47M	0.48%	27
2023 Q2	$3.45M	Buy	26,494 +22,534	+569%	+$2.57M	0.83%	15
2023 Q1	$409K	Sell	3,960 -60	-1%	-$5.8K	0.11%	62
2022 Q4	$338K	Buy	4,020 +60	+2%	+$5.93K	0.09%	67
2022 Q3	$447K	Hold	3,960	–	–	0.13%	56
2022 Q2	$421K	Hold	3,960	–	–	0.12%	56
2022 Q1	$645K	Hold	3,960	–	–	0.19%	49
2021 Q4	$660K	Buy	+3,960	New	+$678K	0.18%	48

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Tolleson Wealth Management increased its Amazon (AMZN) stake by 0.4% in Q2 2026, buying an estimated $4.02K and bringing the position to 3,976 shares worth $948K. The position accounts for 0.13% of the portfolio, ranked #45.

Tolleson Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.45M in Q2 2023. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Tolleson Wealth Management held 3,976 shares of Amazon worth $948K as of Q2 2026.
Tolleson Wealth Management bought 16 Amazon shares in Q2 2026, an estimated $4.02K.
Amazon made up 0.13% of Tolleson Wealth Management's portfolio in Q2 2026, its #45 holding.
Tolleson Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Tolleson Wealth Management's Amazon position peaked at $3.45M in Q2 2023.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.