APW
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Allied Private Wealth’s Amazon AMZN Stock Holding History

Allied Private Wealth’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 		$4.64M Buy
+19,030
New +$4.78M 2.97% 5

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

Allied Private Wealth's AMZN Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Amazon (AMZN) in Q2 2026: 19,030 shares worth $4.64M. The stake represents 2.97% of the portfolio and ranks #5 among its holdings.

6,123 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Allied Private Wealth held 19,030 shares of Amazon worth $4.64M as of Q2 2026.
  • Amazon was a new Allied Private Wealth position in Q2 2026.
  • Amazon made up 2.97% of Allied Private Wealth's portfolio in Q2 2026, its #5 holding.
  • 6,123 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.