Trademark Financial Management’s Amazon AMZN Stock Holding History

Trademark Financial 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	$956K	Sell	4,012 -158	-4%	-$39.7K	0.39%	44
2026 Q1	$868K	Sell	4,170 -215	-5%	-$47.3K	0.43%	38
2025 Q4	$1.01M	Sell	4,385 -447	-9%	-$102K	0.56%	39
2025 Q3	$1.06M	Sell	4,832 -230	-5%	-$52.1K	0.62%	36
2025 Q2	$1.11M	Sell	5,062 -108	-2%	-$21.4K	0.68%	32
2025 Q1	$984K	Sell	5,170 -87	-2%	-$18.9K	0.75%	33
2024 Q4	$1.15M	Sell	5,257 -15	-0.3%	-$3.07K	0.92%	25
2024 Q3	$982K	Sell	5,272 -467	-8%	-$85.2K	0.78%	29
2024 Q2	$1.11M	Buy	5,739 +971	+20%	+$178K	0.9%	25
2024 Q1	$860K	Sell	4,768 -273	-5%	-$45.6K	0.71%	30
2023 Q4	$766K	Buy	+5,041	New	+$707K	0.56%	40

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Trademark Financial Management's AMZN Position: Q2 2026 in Review

Trademark Financial Management reduced its Amazon (AMZN) stake by 3.8% in Q2 2026, selling an estimated $39.7K and leaving 4,012 shares worth $956K. The position accounts for 0.39% of the portfolio, ranked #44.

Trademark Financial Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2024. 2,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Trademark Financial Management held 4,012 shares of Amazon worth $956K as of Q2 2026.
Trademark Financial Management sold 158 Amazon shares in Q2 2026, an estimated $39.7K.
Amazon made up 0.39% of Trademark Financial Management's portfolio in Q2 2026, its #44 holding.
Trademark Financial Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Trademark Financial Management's Amazon position peaked at $1.15M in Q4 2024.
2,923 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.