Waldron Private Wealth’s Amazon AMZN Stock Holding History

Waldron Private Wealth’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	$10.3M	Sell	43,149 -84	-0.2%	-$21.1K	0.36%	39
2026 Q1	$9M	Buy	43,233 +1,023	+2%	+$225K	0.35%	40
2025 Q4	$9.74M	Sell	42,210 -1,198	-3%	-$274K	0.39%	39
2025 Q3	$9.53M	Buy	43,408 +1,214	+3%	+$275K	0.39%	37
2025 Q2	$9.26M	Sell	42,194 -196	-0.5%	-$38.8K	0.4%	38
2025 Q1	$8.07M	Sell	42,390 -50,947	-55%	-$11.1M	0.38%	37
2024 Q4	$20.5M	Buy	93,337 +534	+0.6%	+$109K	0.82%	25
2024 Q3	$17.3M	Buy	92,803 +2,480	+3%	+$452K	0.72%	28
2024 Q2	$17.5M	Sell	90,323 -4,112	-4%	-$755K	0.78%	26
2024 Q1	$17M	Sell	94,435 -8,844	-9%	-$1.48M	0.77%	28
2023 Q4	$15.7M	Sell	103,279 -2,569	-2%	-$360K	0.75%	28
2023 Q3	$13.5M	Sell	105,848 -326	-0.3%	-$43.7K	0.7%	30
2023 Q2	$13.8M	Sell	106,174 -19,680	-16%	-$2.25M	0.69%	30
2023 Q1	$13M	Sell	125,854 -2,825	-2%	-$273K	0.63%	33
2022 Q4	$14.5M	Hold	128,679	–	–	0.9%	27
2022 Q3	$14.5M	Buy	128,679 +2,322	+2%	+$293K	0.9%	27
2022 Q2	$13.4M	Sell	126,357 -8,323	-6%	-$1.04M	0.75%	32
2022 Q1	$22M	Buy	134,680 +9,060	+7%	+$1.4M	1.13%	22
2021 Q4	$20.9M	Buy	125,620 +5,920	+5%	+$1.01M	1.03%	27
2021 Q3	$19.7M	Buy	119,700 +14,340	+14%	+$2.47M	1.14%	24
2021 Q2	$18.1M	Sell	105,360 -220	-0.2%	-$36.6K	1.16%	20
2021 Q1	$16.3M	Sell	105,580 -520	-0.5%	-$82.4K	1.13%	21
2020 Q4	$17.3M	Sell	106,100 -1,220	-1%	-$195K	1.29%	18
2020 Q3	$16.9M	Buy	107,320 +3,000	+3%	+$473K	1.44%	19
2020 Q2	$14.4M	Buy	104,320 +1,820	+2%	+$220K	1.27%	23
2020 Q1	$9.99M	Buy	102,500 +5,140	+5%	+$497K	1.06%	24
2019 Q4	$8.99M	Sell	97,360 -2,920	-3%	-$258K	0.8%	28
2019 Q3	$8.7M	Buy	100,280 +18,200	+22%	+$1.69M	0.89%	22
2019 Q2	$7.77M	Sell	82,080 -3,920	-5%	-$365K	0.83%	24
2019 Q1	$7.66M	Buy	86,000 +2,140	+3%	+$178K	0.86%	21
2018 Q4	$6.3M	Buy	83,860 +13,880	+20%	+$1.15M	0.91%	19
2018 Q3	$7.01M	Buy	69,980 +3,900	+6%	+$367K	1.37%	12
2018 Q2	$5.62M	Buy	66,080 +15,480	+31%	+$1.23M	1.22%	14
2018 Q1	$3.66M	Buy	50,600 +980	+2%	+$70.1K	0.82%	17
2017 Q4	$2.9M	Buy	49,620 +24,480	+97%	+$1.35M	0.68%	20
2017 Q3	$1.21M	Buy	25,140 +800	+3%	+$39.3K	0.34%	32
2017 Q2	$1.18M	Sell	24,340 -10,900	-31%	-$520K	0.37%	31
2017 Q1	$1.52M	Buy	35,240 +10,700	+44%	+$446K	0.38%	38
2016 Q4	$920K	Sell	24,540 -1,200	-5%	-$47K	0.32%	39
2016 Q3	$1.07M	Sell	25,740 -3,240	-11%	-$124K	0.39%	29
2016 Q2	$1.04M	Buy	28,980 +1,480	+5%	+$50.1K	0.38%	31
2016 Q1	$816K	Buy	27,500 +3,720	+16%	+$106K	0.31%	40
2015 Q4	$803K	Buy	23,780 +4,680	+25%	+$148K	0.3%	41
2015 Q3	$488K	Sell	19,100 -2,880	-13%	-$72.8K	0.21%	53
2015 Q2	$469K	Sell	21,980 -940	-4%	-$19.6K	0.19%	44
2015 Q1	$426K	Sell	22,920 -400	-2%	-$7.03K	0.17%	42
2014 Q4	$362K	Sell	23,320 -520	-2%	-$8.1K	0.15%	52
2014 Q3	$384K	Sell	23,840 -7,280	-23%	-$121K	0.18%	48
2014 Q2	$505K	Sell	31,120 -2,220	-7%	-$35.1K	0.23%	38
2014 Q1	$561K	Buy	33,340 +2,060	+7%	+$38.2K	0.27%	33
2013 Q4	$624K	Buy	+31,280	New	+$562K	0.28%	31

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

Waldron Private Wealth's AMZN Position: Q2 2026 in Review

Waldron Private Wealth reduced its Amazon (AMZN) stake by 0.19% in Q2 2026, selling an estimated $21.1K and leaving 43,149 shares worth $10.3M. The position accounts for 0.36% of the portfolio, ranked #39.

Waldron Private Wealth first reported a position in AMZN in Q4 2013 and has held it in 51 quarters since. The position peaked at $22M in Q1 2022. 2,875 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Waldron Private Wealth held 43,149 shares of Amazon worth $10.3M as of Q2 2026.
Waldron Private Wealth sold 84 Amazon shares in Q2 2026, an estimated $21.1K.
Amazon made up 0.36% of Waldron Private Wealth's portfolio in Q2 2026, its #39 holding.
Waldron Private Wealth first reported a position in Amazon in Q4 2013 and has held it in 51 quarters since.
Waldron Private Wealth's Amazon position peaked at $22M in Q1 2022.
2,875 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.