1 North Wealth Services’s Amazon AMZN Stock Holding History

1 North Wealth Services’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	$1.16M	Hold	4,856	–	–	0.38%	40
2026 Q1	$1.01M	Hold	4,856	–	–	0.37%	40
2025 Q4	$1.12M	Buy	4,856 +480	+11%	+$110K	0.39%	40
2025 Q3	$961K	Sell	4,376 -50	-1%	-$11.3K	0.39%	37
2025 Q2	$971K	Sell	4,426 -40	-0.9%	-$7.92K	0.39%	41
2025 Q1	$850K	Sell	4,466 -90	-2%	-$19.5K	0.39%	37
2024 Q4	$1,000K	Buy	+4,556	New	+$932K	0.42%	39
2019 Q4	$177K	Buy	1,920 +800	+71%	+$70.8K	0.11%	62
2019 Q3	$97K	Buy	+1,120	New	+$104K	0.06%	65
2019 Q1	$100K	Buy	1,120 +80	+8%	+$6.66K	0.07%	64
2018 Q4	$78K	Buy	+1,040	New	+$86.5K	0.07%	65

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

1 North Wealth Services's AMZN Position: Q2 2026 in Review

1 North Wealth Services held its Amazon (AMZN) position steady in Q2 2026 at 4,856 shares worth $1.16M. The position accounts for 0.38% of the portfolio, ranked #40.

1 North Wealth Services first reported a position in AMZN in Q4 2018 and has held it in 11 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

1 North Wealth Services held 4,856 shares of Amazon worth $1.16M as of Q2 2026.
1 North Wealth Services left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.38% of 1 North Wealth Services's portfolio in Q2 2026, its #40 holding.
1 North Wealth Services first reported a position in Amazon in Q4 2018 and has held it in 11 quarters since.
6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.