Wealth Enhancement Advisory Services
AMZN icon

Wealth Enhancement Advisory Services’s Amazon AMZN Stock Holding History

Wealth Enhancement Advisory Services’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 		$758M Buy
3,364,461
+436,597
+15% +$110M 1.27% 12
2026
Q1 		$562M Sell
2,927,864
-982,133
-25% -$216M 1.14% 13
2025
Q4 		$945M Buy
3,909,997
+253,071
+7% +$57.9M 1.28% 10
2025
Q3 		$811M Buy
3,656,926
+147,399
+4% +$33.4M 1.23% 9
2025
Q2 		$784M Buy
3,509,527
+373,721
+12% +$74M 1.3% 9
2025
Q1 		$597M Sell
3,135,806
-782,891
-20% -$170M 1.14% 13
2024
Q4 		$860M Buy
3,918,697
+1,005,992
+35% +$206M 1.65% 7
2024
Q3 		$543M Buy
2,912,705
+147,853
+5% +$27M 1.17% 12
2024
Q2 		$534M Buy
2,764,852
+232,364
+9% +$42.7M 1.27% 10
2024
Q1 		$457M Buy
2,532,488
+244,280
+11% +$40.8M 1.18% 11
2023
Q4 		$348M Sell
2,288,208
-12,227
-0.5% -$1.71M 1.01% 13
2023
Q3 		$292M Buy
2,300,435
+2,241,436
+3,799% +$300M 0.96% 13
2023
Q2 		$7.69M Sell
58,999
-3,653
-6% -$417K 0.08% 103
2023
Q1 		$6.47M Buy
62,652
+48,587
+345% +$4.69M 0.08% 117
2022
Q4 		$1.41M Sell
14,065
-100,584
-88% -$9.94M 0.02% 195
2022
Q3 		$13.1M Sell
114,649
-30,367
-21% -$3.84M 0.19% 71
2022
Q2 		$16.8M Buy
145,016
+2,756
+2% +$345K 0.23% 59
2022
Q1 		$23.9M Buy
142,260
+5,280
+4% +$816K 0.32% 51
2021
Q4 		$20.3M Sell
136,980
-8,640
-6% -$1.48M 0.29% 52
2021
Q3 		$24.6M Buy
145,620
+16,820
+13% +$2.9M 0.36% 46
2021
Q2 		$23.4M Buy
128,800
+42,860
+50% +$7.12M 0.38% 46
2021
Q1 		$13.9M Buy
85,940
+7,280
+9% +$1.15M 0.25% 55
2020
Q4 		$12.2M Sell
78,660
-16,660
-17% -$2.66M 0.28% 44
2020
Q3 		$16.4M Buy
95,320
+2,560
+3% +$404K 0.43% 35
2020
Q2 		$14.4M Buy
92,760
+1,860
+2% +$225K 0.41% 36
2020
Q1 		$10.5M Buy
90,900
+9,640
+12% +$933K 0.38% 40
2019
Q4 		$7.51M Buy
81,260
+4,380
+6% +$388K 0.27% 50
2019
Q3 		$6.66M Buy
76,880
+3,040
+4% +$282K 0.27% 49
2019
Q2 		$7.06M Sell
73,840
-2,420
-3% -$225K 0.31% 37
2019
Q1 		$7.33M Buy
76,260
+8,200
+12% +$682K 0.41% 32
2018
Q4 		$5.77M Buy
68,060
+780
+1% +$64.8K 0.36% 34
2018
Q3 		$5.6M Sell
67,280
-8,020
-11% -$754K 0.34% 33
2018
Q2 		$6.53M Buy
75,300
+15,180
+25% +$1.2M 0.4% 33
2018
Q1 		$4.35M Sell
60,120
-1,800
-3% -$129K 0.29% 37
2017
Q4 		$4.04M Buy
+61,920
New +$3.41M 0.29% 38
2017
Q3 		– Sell
-55,020
Closed -$2.73M – 140
2017
Q2 		$2.73M Buy
+55,020
New +$2.62M 0.25% 50
2017
Q1 		– Sell
-20,800
Closed -$780K – 138
2016
Q4 		$780K Buy
+20,800
New +$815K 0.09% 105

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMZN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $110M and bringing the position to 3,364,461 shares worth $758M. The position accounts for 1.27% of the portfolio, ranked #12.

Wealth Enhancement Advisory Services first reported a position in AMZN in Q4 2016 and has held it in 37 quarters since. The position peaked at $945M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,364,461 shares of Amazon worth $758M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 436,597 Amazon shares in Q2 2026, an estimated $110M.
  • Amazon made up 1.27% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Wealth Enhancement Advisory Services first reported a position in Amazon in Q4 2016 and has held it in 37 quarters since.
  • Wealth Enhancement Advisory Services's Amazon position peaked at $945M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.