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Xcel Wealth Management’s Amazon AMZN Stock Holding History

Xcel 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 		$31.1M Sell
130,692
-3,371
-3% -$846K 7.43% 1
2026
Q1 		$27.9M Sell
134,063
-2,307
-2% -$508K 7.72% 1
2025
Q4 		$31.5M Sell
136,370
-416
-0.3% -$95.2K 8.01% 1
2025
Q3 		$30M Buy
136,786
+35
+0% +$7.92K 7.81% 1
2025
Q2 		$30M Buy
136,751
+3,506
+3% +$694K 8.54% 1
2025
Q1 		$25.4M Buy
133,245
+6,278
+5% +$1.36M 7.9% 2
2024
Q4 		$27.9M Buy
126,967
+40
+0% +$8.18K 7.72% 2
2024
Q3 		$23.7M Buy
126,927
+10,184
+9% +$1.86M 6.92% 2
2024
Q2 		$22.6M Sell
116,743
-831
-0.7% -$153K 7.06% 2
2024
Q1 		$21.2M Sell
117,574
-1,138
-1% -$190K 6.63% 2
2023
Q4 		$18M Sell
118,712
-3,533
-3% -$495K 6.33% 2
2023
Q3 		$15.5M Sell
122,245
-9,929
-8% -$1.33M 6.13% 3
2023
Q2 		$17.2M Buy
132,174
+2,000
+2% +$228K 5.44% 2
2023
Q1 		$13.4M Buy
130,174
+1,627
+1% +$157K 4.73% 2
2022
Q4 		$10.8M Buy
128,547
+380
+0.3% +$37.5K 4.25% 4
2022
Q3 		$14.5M Buy
128,167
+3,665
+3% +$463K 5.39% 2
2022
Q2 		$13.2M Sell
124,502
-7,398
-6% -$926K 4.82% 3
2022
Q1 		$21.5M Buy
131,900
+12,320
+10% +$1.9M 5.9% 2
2021
Q4 		$19.9M Sell
119,580
-720
-0.6% -$123K 5.13% 2
2021
Q3 		$19.8M Buy
120,300
+11,460
+11% +$1.98M 5.73% 1
2021
Q2 		$18.7M Buy
108,840
+1,180
+1% +$196K 5.65% 1
2021
Q1 		$16.7M Buy
107,660
+12,840
+14% +$2.04M 5.94% 1
2020
Q4 		$15.4M Buy
94,820
+440
+0.5% +$70.2K 6.66% 1
2020
Q3 		$14.9M Buy
94,380
+5,140
+6% +$810K 7.64% 1
2020
Q2 		$12.3M Sell
89,240
-4,220
-5% -$510K 7.64% 1
2020
Q1 		$9.11M Buy
93,460
+3,820
+4% +$370K 8.22% 1
2019
Q4 		$8.28M Buy
89,640
+9,140
+11% +$809K 6.88% 1
2019
Q3 		$6.99M Buy
80,500
+7,000
+10% +$649K 6.47% 1
2019
Q2 		$6.96M Buy
73,500
+3,620
+5% +$337K 6.82% 1
2019
Q1 		$6.22M Buy
69,880
+9,460
+16% +$787K 6.41% 1
2018
Q4 		$4.54M Buy
+60,420
New +$5.02M 5.55% 4

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Xcel Wealth Management reduced its Amazon (AMZN) stake by 2.5% in Q2 2026, selling an estimated $846K and leaving 130,692 shares worth $31.1M. The position accounts for 7.43% of the portfolio, ranked #1.

Xcel Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.5M in Q4 2025. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Xcel Wealth Management held 130,692 shares of Amazon worth $31.1M as of Q2 2026.
  • Xcel Wealth Management sold 3,371 Amazon shares in Q2 2026, an estimated $846K.
  • Amazon made up 7.43% of Xcel Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Xcel Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Amazon position peaked at $31.5M in Q4 2025.
  • 2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.