AWP
AMZN icon

Accretive Wealth Partners’s Amazon AMZN Stock Holding History

Accretive Wealth Partners’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 		$7.54M Buy
31,616
+530
+2% +$133K 1.83% 12
2026
Q1 		$6.47M Buy
31,086
+1,242
+4% +$273K 1.82% 12
2025
Q4 		$6.89M Buy
29,844
+3,795
+15% +$868K 2.04% 11
2025
Q3 		$5.72M Buy
26,049
+638
+3% +$144K 1.75% 12
2025
Q2 		$5.57M Buy
25,411
+180
+0.7% +$35.6K 1.83% 10
2025
Q1 		$4.67M Buy
25,231
+3,071
+14% +$666K 1.65% 12
2024
Q4 		$4.86M Buy
22,160
+729
+3% +$149K 2.06% 11
2024
Q3 		$3.99M Sell
21,431
-597
-3% -$109K 1.67% 12
2024
Q2 		$4.26M Buy
22,028
+696
+3% +$128K 1.78% 12
2024
Q1 		$3.97M Buy
21,332
+273
+1% +$45.6K 1.76% 12
2023
Q4 		$3.2M Buy
21,059
+901
+4% +$126K 1.54% 12
2023
Q3 		$2.56M Buy
20,158
+598
+3% +$80.1K 1.53% 14
2023
Q2 		$2.55M Buy
19,560
+696
+4% +$79.5K 1.51% 13
2023
Q1 		$1.95M Buy
18,864
+525
+3% +$50.7K 1.25% 15
2022
Q4 		$1.54M Buy
18,339
+1,828
+11% +$181K 1.06% 27
2022
Q3 		$1.87M Sell
16,511
-15
-0.1% -$1.9K 1.42% 16
2022
Q2 		$1.75M Buy
16,526
+466
+3% +$58.3K 1.27% 19
2022
Q1 		$2.62M Buy
16,060
+460
+3% +$71.1K 1.64% 14
2021
Q4 		$2.6M Buy
15,600
+540
+4% +$92.4K 1.66% 13
2021
Q3 		$2.47M Buy
15,060
+3,320
+28% +$573K 1.75% 12
2021
Q2 		$2.02M Buy
11,740
+2,860
+32% +$475K 1.46% 15
2021
Q1 		$1.37M Buy
8,880
+880
+11% +$139K 1.24% 16
2020
Q4 		$1.3M Buy
+8,000
New +$1.28M 1.29% 15

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

Accretive Wealth Partners's AMZN Position: Q2 2026 in Review

Accretive Wealth Partners increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $133K and bringing the position to 31,616 shares worth $7.54M. The position accounts for 1.83% of the portfolio, ranked #12.

Accretive Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Accretive Wealth Partners held 31,616 shares of Amazon worth $7.54M as of Q2 2026.
  • Accretive Wealth Partners bought 530 Amazon shares in Q2 2026, an estimated $133K.
  • Amazon made up 1.83% of Accretive Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Accretive Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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