Werlinich Asset Management’s Amazon AMZN Stock Holding History

Werlinich Asset 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	$1.66M	Buy	6,945 +50	+0.7%	+$12.6K	0.63%	37
2026 Q1	$1.44M	Buy	6,895 +195	+3%	+$42.9K	0.7%	39
2025 Q4	$1.56M	Hold	6,700	–	–	0.77%	37
2025 Q3	$1.47M	Hold	6,700	–	–	0.73%	38
2025 Q2	$1.47M	Hold	6,700	–	–	0.8%	36
2025 Q1	$1.27M	Hold	6,700	–	–	0.81%	35
2024 Q4	$1.48M	Hold	6,700	–	–	0.86%	36
2024 Q3	$1.25M	Hold	6,700	–	–	0.72%	38
2024 Q2	$1.33M	Hold	6,700	–	–	0.82%	36
2024 Q1	$1.2M	Buy	6,700 +30	+0.4%	+$5.01K	0.79%	35
2023 Q4	$1.02M	Sell	6,670 -80	-1%	-$11.2K	0.77%	34
2023 Q3	$858K	Buy	6,750 +130	+2%	+$17.4K	0.71%	36
2023 Q2	$863K	Hold	6,620	–	–	0.69%	37
2023 Q1	$684K	Buy	6,620 +4,000	+153%	+$386K	0.6%	42
2022 Q4	$220K	Buy	2,620 +220	+9%	+$21.7K	0.2%	54
2022 Q3	$271K	Hold	2,400	–	–	0.28%	54
2022 Q2	$255K	Hold	2,400	–	–	0.24%	54
2022 Q1	$391K	Hold	2,400	–	–	0.3%	52
2021 Q4	$400K	Hold	2,400	–	–	0.29%	55
2021 Q3	$394K	Hold	2,400	–	–	0.32%	56
2021 Q2	$413K	Hold	2,400	–	–	0.33%	54
2021 Q1	$371K	Buy	+2,400	New	+$380K	0.33%	54

Other funds holding AMZN

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Werlinich Asset Management's AMZN Position: Q2 2026 in Review

Werlinich Asset Management increased its Amazon (AMZN) stake by 0.73% in Q2 2026, buying an estimated $12.6K and bringing the position to 6,945 shares worth $1.66M. The position accounts for 0.63% of the portfolio, ranked #37.

Werlinich Asset Management first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. 1,409 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Werlinich Asset Management held 6,945 shares of Amazon worth $1.66M as of Q2 2026.
Werlinich Asset Management bought 50 Amazon shares in Q2 2026, an estimated $12.6K.
Amazon made up 0.63% of Werlinich Asset Management's portfolio in Q2 2026, its #37 holding.
Werlinich Asset Management first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
1,409 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.