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Whelan Financial’s Amazon AMZN Stock Holding History

Whelan Financial’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 		$3.53M Buy
14,825
+306
+2% +$76.8K 0.96% 16
2026
Q1 		$3.02M Buy
14,519
+878
+6% +$193K 0.94% 15
2025
Q4 		$3.15M Buy
13,641
+135
+1% +$30.9K 0.98% 15
2025
Q3 		$2.97M Buy
13,506
+3,254
+32% +$737K 0.94% 14
2025
Q2 		$2.25M Buy
10,252
+683
+7% +$135K 0.81% 15
2025
Q1 		$1.82M Buy
9,569
+1,718
+22% +$373K 0.71% 15
2024
Q4 		$1.72M Buy
7,851
+1,573
+25% +$322K 0.68% 15
2024
Q3 		$1.17M Sell
6,278
-269
-4% -$49.1K 0.48% 18
2024
Q2 		$1.27M Buy
6,547
+267
+4% +$49K 0.57% 17
2024
Q1 		$1.13M Buy
6,280
+1,382
+28% +$231K 0.52% 16
2023
Q4 		$744K Buy
4,898
+85
+2% +$11.9K 0.35% 17
2023
Q3 		$612K Buy
4,813
+537
+13% +$72K 0.32% 19
2023
Q2 		$557K Buy
4,276
+26
+0.6% +$2.97K 0.29% 20
2023
Q1 		$439K Sell
4,250
-360
-8% -$34.8K 0.24% 20
2022
Q4 		$387K Buy
4,610
+230
+5% +$22.7K 0.23% 21
2022
Q3 		$495K Hold
4,380
– – 0.34% 14
2022
Q2 		$465K Buy
4,380
+2,920
+200% +$365K 0.31% 15
2022
Q1 		$238K Buy
+1,460
New +$226K 0.15% 17

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Whelan Financial's AMZN Position: Q2 2026 in Review

Whelan Financial increased its Amazon (AMZN) stake by 2.1% in Q2 2026, buying an estimated $76.8K and bringing the position to 14,825 shares worth $3.53M. The position accounts for 0.96% of the portfolio, ranked #16.

Whelan Financial first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Whelan Financial held 14,825 shares of Amazon worth $3.53M as of Q2 2026.
  • Whelan Financial bought 306 Amazon shares in Q2 2026, an estimated $76.8K.
  • Amazon made up 0.96% of Whelan Financial's portfolio in Q2 2026, its #16 holding.
  • Whelan Financial first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.