AWA
AMZN icon

Alta Wealth Advisors’s Amazon AMZN Stock Holding History

Alta 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 		$4.74M Sell
19,889
-105
-0.5% -$26.4K 1.28% 17
2026
Q1 		$4.16M Buy
19,994
+748
+4% +$165K 1.35% 14
2025
Q4 		$4.44M Buy
19,246
+1,831
+11% +$419K 1.48% 14
2025
Q3 		$3.82M Sell
17,415
-742
-4% -$168K 1.37% 17
2025
Q2 		$3.98M Buy
18,157
+44
+0.2% +$8.71K 1.88% 12
2025
Q1 		$3.45M Buy
18,113
+581
+3% +$126K 1.58% 15
2024
Q4 		$3.85M Buy
17,532
+884
+5% +$181K 1.68% 14
2024
Q3 		$3.1M Buy
16,648
+41
+0.2% +$7.48K 1.42% 15
2024
Q2 		$3.21M Buy
16,607
+521
+3% +$95.7K 1.6% 15
2024
Q1 		$2.9M Buy
16,086
+107
+0.7% +$17.9K 1.47% 16
2023
Q4 		$2.43M Buy
15,979
+276
+2% +$38.7K 1.35% 16
2023
Q3 		$2M Buy
15,703
+45
+0.3% +$6.03K 1.22% 23
2023
Q2 		$2.04M Sell
15,658
-2,585
-14% -$295K 1.2% 21
2023
Q1 		$1.88M Buy
18,243
+3,306
+22% +$319K 1.19% 19
2022
Q4 		$1.25M Buy
14,937
+177
+1% +$17.5K 0.85% 29
2022
Q3 		$1.67M Sell
14,760
-96
-0.6% -$12.1K 1.19% 22
2022
Q2 		$1.57M Buy
14,856
+156
+1% +$19.5K 1.09% 23
2022
Q1 		$2.4M Sell
14,700
-440
-3% -$68K 1.42% 18
2021
Q4 		$2.52M Buy
15,140
+800
+6% +$137K 1.56% 15
2021
Q3 		$2.35M Sell
14,340
-520
-3% -$89.7K 1.71% 11
2021
Q2 		$2.56M Sell
14,860
-80
-0.5% -$13.3K 1.87% 10
2021
Q1 		$2.31M Buy
14,940
+40
+0.3% +$6.34K 1.93% 9
2020
Q4 		$2.43M Buy
+14,900
New +$2.38M 2.04% 10

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

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

Alta Wealth Advisors reduced its Amazon (AMZN) stake by 0.53% in Q2 2026, selling an estimated $26.4K and leaving 19,889 shares worth $4.74M. The position accounts for 1.28% of the portfolio, ranked #17.

Alta Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Alta Wealth Advisors held 19,889 shares of Amazon worth $4.74M as of Q2 2026.
  • Alta Wealth Advisors sold 105 Amazon shares in Q2 2026, an estimated $26.4K.
  • Amazon made up 1.28% of Alta Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Alta Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.