Wiser Wealth Management’s Amazon AMZN Stock Holding History

Wiser Wealth 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	$1.43M	Buy	5,986 +407	+7%	+$102K	0.27%	28
2026 Q1	$1.16M	Buy	5,579 +570	+11%	+$125K	0.25%	28
2025 Q4	$1.16M	Buy	5,009 +220	+5%	+$50.3K	0.26%	28
2025 Q3	$1.05M	Buy	4,789 +719	+18%	+$163K	0.24%	29
2025 Q2	$893K	Buy	4,070 +181	+5%	+$35.8K	0.22%	26
2025 Q1	$740K	Buy	3,889 +165	+4%	+$35.8K	0.21%	27
2024 Q4	$817K	Buy	3,724 +624	+20%	+$128K	0.23%	26
2024 Q3	$578K	Buy	3,100 +230	+8%	+$42K	0.17%	27
2024 Q2	$555K	Buy	2,870 +1,541	+116%	+$283K	0.17%	26
2024 Q1	$240K	Buy	+1,329	New	+$222K	0.08%	28

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

Wiser Wealth Management's AMZN Position: Q2 2026 in Review

Wiser Wealth Management increased its Amazon (AMZN) stake by 7.3% in Q2 2026, buying an estimated $102K and bringing the position to 5,986 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #28.

Wiser Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 1,408 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Wiser Wealth Management held 5,986 shares of Amazon worth $1.43M as of Q2 2026.
Wiser Wealth Management bought 407 Amazon shares in Q2 2026, an estimated $102K.
Amazon made up 0.27% of Wiser Wealth Management's portfolio in Q2 2026, its #28 holding.
Wiser Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
1,408 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.