Williams & Novak’s Amazon AMZN Stock Holding History

Williams & Novak’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	$1.32M	Buy	5,558 +879	+19%	+$221K	0.88%	35
2026 Q1	$985K	Sell	4,679 -1,156	-20%	-$255K	0.74%	36
2025 Q4	$1.35M	Buy	5,835 +600	+11%	+$137K	1.01%	27
2025 Q3	$1.15M	Sell	5,235 -493	-9%	-$112K	0.88%	31
2025 Q2	$1.26M	Buy	5,728 +1,919	+50%	+$380K	1.07%	26
2025 Q1	$732K	Buy	3,809 +714	+23%	+$155K	0.72%	39
2024 Q4	$679K	Buy	3,095 +85	+3%	+$17.4K	0.65%	39
2024 Q3	$561K	Sell	3,010 -402	-12%	-$73.3K	0.52%	52
2024 Q2	$659K	Buy	3,412 +762	+29%	+$140K	0.61%	40
2024 Q1	$403K	Hold	2,650	–	–	0.46%	54
2023 Q4	$403K	Buy	+2,650	New	+$371K	0.46%	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

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

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

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

Williams & Novak's AMZN Position: Q2 2026 in Review

Williams & Novak increased its Amazon (AMZN) stake by 19% in Q2 2026, buying an estimated $221K and bringing the position to 5,558 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #35.

Williams & Novak first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Williams & Novak held 5,558 shares of Amazon worth $1.32M as of Q2 2026.
Williams & Novak bought 879 Amazon shares in Q2 2026, an estimated $221K.
Amazon made up 0.88% of Williams & Novak's portfolio in Q2 2026, its #35 holding.
Williams & Novak first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's Amazon position peaked at $1.35M in Q4 2025.
1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.