Adams Wealth Management’s Amazon AMZN Stock Holding History

Adams 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
2023 Q3	–	Sell	-20,000	Closed	-$140	–	92
2023 Q2	$140	Sell	20,000 -500	-2%	-$57.1K	﹤0.01%	100
2023 Q1	$4.95K	Buy	20,500 +8,500	+71%	+$821K	﹤0.01%	103
2022 Q4	$22.2K	Buy	+12,000	New	+$1.19M	0.01%	93
2022 Q3	–	Sell	-16,000	Closed	-$88K	–	89
2022 Q2	$88K	Buy	+16,000	New	+$2M	0.03%	68
2022 Q1	–	Sell	-34,000	Closed	-$5.37M	–	72
2021 Q4	$5.37M	Buy	34,000 +30,000	+750%	+$5.13M	1.58%	12
2021 Q3	$20K	Buy	+4,000	New	+$690K	0.01%	78

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

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

Adams Wealth Management reduced its Amazon (AMZN) stake by 3.1% in Q2 2026, selling an estimated $127K and leaving 15,586 shares worth $3.71M. The position accounts for 0.71% of the portfolio, ranked #40.

Adams Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.33M in Q4 2021. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Adams Wealth Management held 15,586 shares of Amazon worth $3.71M as of Q2 2026.
Adams Wealth Management sold 506 Amazon shares in Q2 2026, an estimated $127K.
Amazon made up 0.71% of Adams Wealth Management's portfolio in Q2 2026, its #40 holding.
Adams Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
Adams Wealth Management's Amazon position peaked at $6.33M in Q4 2021.
6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.