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Adapt Wealth Advisors’s Amazon AMZN Stock Holding History

Adapt Wealth Advisors’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 		$1.3M Sell
5,447
-1,158
-18% -$291K 0.42% 41
2026
Q1 		$1.38M Sell
6,605
-520
-7% -$114K 0.5% 37
2025
Q4 		$1.64M Sell
7,125
-274
-4% -$62.7K 0.57% 34
2025
Q3 		$1.62M Buy
7,399
+1,422
+24% +$322K 0.6% 33
2025
Q2 		$1.31M Buy
5,977
+80
+1% +$15.8K 0.59% 25
2025
Q1 		$1.12M Buy
5,897
+78
+1% +$16.9K 0.55% 28
2024
Q4 		$1.28M Buy
5,819
+140
+2% +$28.6K 0.63% 30
2024
Q3 		$1.06M Sell
5,679
-410
-7% -$74.8K 0.57% 31
2024
Q2 		$1.18M Buy
6,089
+1,230
+25% +$226K 0.74% 30
2024
Q1 		$876K Buy
+4,859
New +$811K 0.62% 27

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

Adapt Wealth Advisors's AMZN Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Amazon (AMZN) stake by 18% in Q2 2026, selling an estimated $291K and leaving 5,447 shares worth $1.3M. The position accounts for 0.42% of the portfolio, ranked #41.

Adapt Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Adapt Wealth Advisors held 5,447 shares of Amazon worth $1.3M as of Q2 2026.
  • Adapt Wealth Advisors sold 1,158 Amazon shares in Q2 2026, an estimated $291K.
  • Amazon made up 0.42% of Adapt Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Adapt Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Amazon position peaked at $1.64M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.