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Able Wealth Management’s Amazon AMZN Stock Holding History

Able 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 		$1.45M Buy
6,092
+1,566
+35% +$393K 0.33% 55
2026
Q1 		$943K Buy
+4,526
New +$997K 0.25% 62
2025
Q4 		– Sell
-2,848
Closed -$625K – 114
2025
Q3 		$625K Buy
2,848
+145
+5% +$32.8K 0.24% 63
2025
Q2 		$593K Buy
2,703
+654
+32% +$129K 0.3% 57
2025
Q1 		$390K Buy
2,049
+80
+4% +$17.4K 0.23% 71
2024
Q4 		$432K Buy
1,969
+162
+9% +$33.1K 0.28% 62
2024
Q3 		$337K Sell
1,807
-206
-10% -$37.6K 0.26% 63
2024
Q2 		$389K Buy
2,013
+48
+2% +$8.82K 0.32% 54
2024
Q1 		$354K Buy
1,965
+312
+19% +$52.1K 0.31% 54
2023
Q4 		$251K Buy
+1,653
New +$232K 0.23% 68

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Able Wealth Management increased its Amazon (AMZN) stake by 35% in Q2 2026, buying an estimated $393K and bringing the position to 6,092 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #55.

Able Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 6,144 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Able Wealth Management held 6,092 shares of Amazon worth $1.45M as of Q2 2026.
  • Able Wealth Management bought 1,566 Amazon shares in Q2 2026, an estimated $393K.
  • Amazon made up 0.33% of Able Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Able Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 6,144 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.