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Trellis Wealth Advisors’s Amazon AMZN Stock Holding History

Trellis Wealth Advisors’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 		$4.94M Hold
20,735
– – 1.7% 12
2026
Q1 		$4.32M Buy
+20,735
New +$4.57M 1.64% 12
2024
Q1 		– Sell
-20,140
Closed -$3.06M – 28
2023
Q4 		$3.06M Hold
20,140
– – 1.66% 13
2023
Q3 		$2.56M Hold
20,140
– – 1.61% 13
2023
Q2 		$2.63M Buy
20,140
+2,850
+16% +$325K 1.75% 12
2023
Q1 		$1.79M Buy
17,290
+150
+0.9% +$14.5K 1.31% 12
2022
Q4 		$1.44M Buy
+17,140
New +$1.69M 1.24% 12

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

Trellis Wealth Advisors's AMZN Position: Q2 2026 in Review

Trellis Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 20,735 shares worth $4.94M. The position accounts for 1.7% of the portfolio, ranked #12.

Trellis Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trellis Wealth Advisors held 20,735 shares of Amazon worth $4.94M as of Q2 2026.
  • Trellis Wealth Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 1.7% of Trellis Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Trellis Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.