Apex Wealth Management’s Amazon AMZN Stock Holding History

Apex Wealth Management’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	$4.97M	Sell	20,845 -21	-0.1%	-$5.27K	3.03%	13
2026 Q1	$4.35M	Buy	20,866 +10,314	+98%	+$2.27M	2.98%	14
2025 Q4	$2.52M	Sell	10,552 -9,956	-49%	-$2.28M	2.56%	13
2025 Q3	$4.5M	Buy	20,508 +857	+4%	+$194K	3.22%	13
2025 Q2	$4.31M	Buy	19,651 +464	+2%	+$91.8K	3.46%	9
2025 Q1	$3.65M	Buy	19,187 +153	+0.8%	+$33.2K	3.28%	10
2024 Q4	$4.18M	Buy	+19,034	New	+$3.89M	3.6%	8

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

Apex Wealth Management's AMZN Position: Q2 2026 in Review

Apex Wealth Management reduced its Amazon (AMZN) stake by 0.1% in Q2 2026, selling an estimated $5.27K and leaving 20,845 shares worth $4.97M. The position accounts for 3.03% of the portfolio, ranked #13.

Apex Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Apex Wealth Management held 20,845 shares of Amazon worth $4.97M as of Q2 2026.
Apex Wealth Management sold 21 Amazon shares in Q2 2026, an estimated $5.27K.
Amazon made up 3.03% of Apex Wealth Management's portfolio in Q2 2026, its #13 holding.
Apex Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.