AGH Wealth Advisors’s Amazon AMZN Stock Holding History

AGH 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	$3.22M	Sell	13,490 -114	-0.8%	-$28.6K	2.03%	12
2026 Q1	$2.83M	Buy	13,604 +356	+3%	+$78.4K	2.09%	12
2025 Q4	$3.06M	Sell	13,248 -1,279	-9%	-$293K	2.3%	12
2025 Q3	$3.19M	Buy	14,527 +852	+6%	+$193K	2.34%	11
2025 Q2	$3M	Sell	13,675 -693	-5%	-$137K	2.47%	10
2025 Q1	$2.73M	Sell	14,368 -405	-3%	-$87.9K	2.64%	11
2024 Q4	$3.24M	Buy	+14,773	New	+$3.02M	3%	9

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

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

AGH Wealth Advisors reduced its Amazon (AMZN) stake by 0.84% in Q2 2026, selling an estimated $28.6K and leaving 13,490 shares worth $3.22M. The position accounts for 2.03% of the portfolio, ranked #12.

AGH Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

AGH Wealth Advisors held 13,490 shares of Amazon worth $3.22M as of Q2 2026.
AGH Wealth Advisors sold 114 Amazon shares in Q2 2026, an estimated $28.6K.
Amazon made up 2.03% of AGH Wealth Advisors's portfolio in Q2 2026, its #12 holding.
AGH Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
AGH Wealth Advisors's Amazon position peaked at $3.24M in Q4 2024.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.