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Aegis Wealth Management (Iowa)’s Amazon AMZN Stock Holding History

Aegis Wealth Management (Iowa)’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 		$749K Buy
3,144
+673
+27% +$169K 0.48% 46
2026
Q1 		$515K Buy
2,471
+844
+52% +$186K 0.4% 52
2025
Q4 		$376K Buy
+1,627
New +$372K 0.29% 65

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

Aegis Wealth Management (Iowa)'s AMZN Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Amazon (AMZN) stake by 27% in Q2 2026, buying an estimated $169K and bringing the position to 3,144 shares worth $749K. The position accounts for 0.48% of the portfolio, ranked #46.

Aegis Wealth Management (Iowa) first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,123 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 3,144 shares of Amazon worth $749K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 673 Amazon shares in Q2 2026, an estimated $169K.
  • Amazon made up 0.48% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #46 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,123 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.