AO
AMZN icon

Advisor OS’s Amazon AMZN Stock Holding History

Advisor OS’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 		$11.4M Sell
47,831
-4,197
-8% -$1.05M 0.76% 28
2026
Q1 		$10.8M Buy
52,028
+848
+2% +$187K 0.78% 27
2025
Q4 		$11.8M Buy
51,180
+742
+1% +$170K 0.95% 17
2025
Q3 		$11.1M Buy
50,438
+4,643
+10% +$1.05M 0.96% 17
2025
Q2 		$10M Buy
45,795
+3,019
+7% +$597K 0.99% 18
2025
Q1 		$8.14M Sell
42,776
-1,084
-2% -$235K 0.93% 22
2024
Q4 		$9.62M Sell
43,860
-2,063
-4% -$422K 1.11% 20
2024
Q3 		$8.56M Buy
45,923
+403
+0.9% +$73.5K 0.85% 25
2024
Q2 		$8.8M Buy
45,520
+2,314
+5% +$425K 0.96% 23
2024
Q1 		$7.79M Buy
43,206
+3,980
+10% +$664K 0.9% 23
2023
Q4 		$5.96M Buy
39,226
+2,525
+7% +$354K 0.78% 23
2023
Q3 		$4.67M Buy
36,701
+2,812
+8% +$377K 0.7% 25
2023
Q2 		$4.42M Buy
33,889
+7,699
+29% +$879K 0.72% 26
2023
Q1 		$2.71M Buy
26,190
+8,886
+51% +$859K 0.65% 33
2022
Q4 		$1.45M Buy
17,304
+2,985
+21% +$295K 0.39% 63
2022
Q3 		$1.62M Buy
14,319
+397
+3% +$50.2K 0.49% 41
2022
Q2 		$1.48M Sell
13,922
-1,558
-10% -$195K 0.43% 50
2022
Q1 		$2.52M Sell
15,480
-3,180
-17% -$491K 0.73% 26
2021
Q4 		$3.11M Buy
18,660
+1,700
+10% +$291K 0.63% 33
2021
Q3 		$2.79M Sell
16,960
-600
-3% -$103K 0.61% 33
2021
Q2 		$3.02M Buy
17,560
+2,240
+15% +$372K 0.63% 30
2021
Q1 		$2.37M Buy
15,320
+1,100
+8% +$174K 0.54% 35
2020
Q4 		$2.31M Buy
14,220
+5,560
+64% +$887K 0.62% 30
2020
Q3 		$1.36M Buy
8,660
+200
+2% +$31.5K 0.57% 25
2020
Q2 		$1.17M Buy
+8,460
New +$1.02M 0.7% 34

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

Advisor OS's AMZN Position: Q2 2026 in Review

Advisor OS reduced its Amazon (AMZN) stake by 8.1% in Q2 2026, selling an estimated $1.05M and leaving 47,831 shares worth $11.4M. The position accounts for 0.76% of the portfolio, ranked #28.

Advisor OS first reported a position in AMZN in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.8M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Advisor OS held 47,831 shares of Amazon worth $11.4M as of Q2 2026.
  • Advisor OS sold 4,197 Amazon shares in Q2 2026, an estimated $1.05M.
  • Amazon made up 0.76% of Advisor OS's portfolio in Q2 2026, its #28 holding.
  • Advisor OS first reported a position in Amazon in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Amazon position peaked at $11.8M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.