AF
AMZN icon

Allworth Financial’s Amazon AMZN Stock Holding History

Allworth Financial’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 		$129M Sell
540,867
-43,658
-7% -$11M 0.55% 26
2026
Q1 		$122M Buy
584,525
+27,586
+5% +$6.07M 0.49% 31
2025
Q4 		$129M Buy
556,939
+62,413
+13% +$14.3M 0.53% 29
2025
Q3 		$109M Buy
494,526
+11,903
+2% +$2.69M 0.48% 32
2025
Q2 		$106M Buy
482,623
+116,116
+32% +$23M 0.51% 28
2025
Q1 		$68.4M Buy
366,507
+37,507
+11% +$8.14M 0.39% 32
2024
Q4 		$77.3M Buy
329,000
+31,238
+10% +$6.39M 0.43% 29
2024
Q3 		$55.5M Sell
297,762
-6,565
-2% -$1.2M 0.34% 34
2024
Q2 		$55.7M Buy
304,327
+6,841
+2% +$1.26M 0.36% 34
2024
Q1 		$53.7M Buy
297,486
+100,705
+51% +$16.8M 0.38% 33
2023
Q4 		$29.9M Buy
196,781
+75,143
+62% +$10.5M 0.23% 47
2023
Q3 		$15.5M Sell
121,638
-3,883
-3% -$520K 0.13% 70
2023
Q2 		$16.4M Buy
125,521
+20,525
+20% +$2.34M 0.14% 67
2023
Q1 		$10.8M Buy
104,996
+5,872
+6% +$567K 0.11% 94
2022
Q4 		$8.33M Sell
99,124
-1,812
-2% -$179K 0.09% 107
2022
Q3 		$11.4M Buy
100,936
+7,913
+9% +$1M 0.14% 79
2022
Q2 		$9.88M Buy
93,023
+22,543
+32% +$2.82M 0.14% 89
2022
Q1 		$11.5M Buy
70,480
+27,960
+66% +$4.32M 0.15% 81
2021
Q4 		$7.09M Buy
42,520
+880
+2% +$151K 0.1% 92
2021
Q3 		$6.84M Buy
41,640
+20,020
+93% +$3.45M 0.11% 78
2021
Q2 		$3.72M Buy
21,620
+1,060
+5% +$176K 0.07% 100
2021
Q1 		$3.18M Buy
20,560
+7,920
+63% +$1.26M 0.07% 93
2020
Q4 		$2.06M Buy
12,640
+620
+5% +$98.9K 0.05% 80
2020
Q3 		$1.89M Sell
12,020
-640
-5% -$101K 0.06% 67
2020
Q2 		$1.75M Buy
12,660
+440
+4% +$53.1K 0.05% 65
2020
Q1 		$1.19M Buy
12,220
+1,160
+10% +$112K 0.04% 95
2019
Q4 		$1.02M Buy
11,060
+2,300
+26% +$204K 0.04% 73
2019
Q3 		$760K Sell
8,760
-1,560
-15% -$145K 0.03% 76
2019
Q2 		$977K Buy
10,320
+360
+4% +$33.5K 0.04% 68
2019
Q1 		$887K Buy
9,960
+280
+3% +$23.3K 0.04% 65
2018
Q4 		$727K Buy
9,680
+1,100
+13% +$91.5K 0.04% 70
2018
Q3 		$859K Buy
8,580
+1,260
+17% +$118K 0.04% 66
2018
Q2 		$622K Buy
7,320
+600
+9% +$47.6K 0.03% 80
2018
Q1 		$486K Buy
6,720
+320
+5% +$22.9K 0.04% 66
2017
Q4 		$374K Buy
6,400
+560
+10% +$30.8K 0.03% 78
2017
Q3 		$281K Buy
5,840
+760
+15% +$37.3K 0.02% 93
2017
Q2 		$246K Sell
5,080
-20
-0.4% -$954 0.02% 93
2017
Q1 		$226K Buy
5,100
+1,780
+54% +$74.2K 0.02% 96
2016
Q4 		$124K Hold
3,320
– – 0.01% 140
2016
Q3 		$139K Hold
3,320
– – 0.01% 122
2016
Q2 		$119K Sell
3,320
-780
-19% -$26.4K 0.01% 134
2016
Q1 		$122K Hold
4,100
– – 0.02% 129
2015
Q4 		$139K Sell
4,100
-2,680
-40% -$84.5K 0.03% 113
2015
Q3 		$174K Buy
6,780
+200
+3% +$5.06K 0.06% 93
2015
Q2 		$143K Hold
6,580
– – 0.05% 111
2015
Q1 		$122K Buy
+6,580
New +$116K 0.05% 122

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

Allworth Financial's AMZN Position: Q2 2026 in Review

Allworth Financial reduced its Amazon (AMZN) stake by 7.5% in Q2 2026, selling an estimated $11M and leaving 540,867 shares worth $129M. The position accounts for 0.55% of the portfolio, ranked #26.

Allworth Financial first reported a position in AMZN in Q1 2015 and has held it in 46 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Allworth Financial held 540,867 shares of Amazon worth $129M as of Q2 2026.
  • Allworth Financial sold 43,658 Amazon shares in Q2 2026, an estimated $11M.
  • Amazon made up 0.55% of Allworth Financial's portfolio in Q2 2026, its #26 holding.
  • Allworth Financial first reported a position in Amazon in Q1 2015 and has held it in 46 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.