ADG Wealth Management Group’s Amazon AMZN Stock Holding History

ADG Wealth Management Group’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	$364K	Buy	1,528 +125	+9%	+$31.4K	0.23%	31
2026 Q1	$292K	Buy	1,403 +397	+39%	+$87.4K	0.2%	34
2025 Q4	$232K	Buy	1,006 +78	+8%	+$17.8K	0.18%	37
2025 Q3	$204K	Buy	+928	New	+$210K	0.16%	29

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

ADG Wealth Management Group's AMZN Position: Q2 2026 in Review

ADG Wealth Management Group increased its Amazon (AMZN) stake by 8.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,528 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #31.

ADG Wealth Management Group first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ADG Wealth Management Group held 1,528 shares of Amazon worth $364K as of Q2 2026.
ADG Wealth Management Group bought 125 Amazon shares in Q2 2026, an estimated $31.4K.
Amazon made up 0.23% of ADG Wealth Management Group's portfolio in Q2 2026, its #31 holding.
ADG Wealth Management Group first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.