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Arkadios Wealth Advisors’s Amazon AMZN Stock Holding History

Arkadios 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 		$95.1M Buy
399,200
+21,759
+6% +$5.46M 1.44% 4
2026
Q1 		$78.6M Buy
377,441
+27,005
+8% +$5.95M 1.28% 5
2025
Q4 		$80.9M Buy
350,436
+58,395
+20% +$13.4M 1.57% 5
2025
Q3 		$64.1M Buy
292,041
+32,550
+13% +$7.37M 1.54% 5
2025
Q2 		$56.9M Buy
259,491
+1,617
+0.6% +$320K 1.68% 5
2025
Q1 		$49.1M Buy
257,874
+51,565
+25% +$11.2M 1.85% 5
2024
Q4 		$45.3M Buy
206,309
+5,446
+3% +$1.11M 2.47% 4
2024
Q3 		$37.4M Buy
200,863
+33,183
+20% +$6.05M 2.12% 4
2024
Q2 		$32.4M Sell
167,680
-1,061
-0.6% -$195K 2.19% 5
2024
Q1 		$30.4M Buy
168,741
+653
+0.4% +$109K 2.36% 4
2023
Q4 		$25.5M Buy
168,088
+395
+0.2% +$55.4K 2.16% 6
2023
Q3 		$21.3M Buy
167,693
+27,338
+19% +$3.66M 2.02% 4
2023
Q2 		$18.3M Sell
140,355
-6,311
-4% -$721K 2.13% 3
2023
Q1 		$15.1M Buy
146,666
+7,483
+5% +$723K 1.8% 4
2022
Q4 		$11.7M Buy
139,183
+6,666
+5% +$658K 1.55% 4
2022
Q3 		$15M Buy
132,517
+30,611
+30% +$3.87M 2.27% 3
2022
Q2 		$10.8M Buy
101,906
+7,206
+8% +$902K 1.61% 4
2022
Q1 		$15.4M Buy
94,700
+6,080
+7% +$939K 2.02% 3
2021
Q4 		$14.8M Buy
88,620
+17,340
+24% +$2.97M 1.96% 4
2021
Q3 		$11.7M Sell
71,280
-1,980
-3% -$342K 1.69% 3
2021
Q2 		$12.6M Buy
73,260
+28,660
+64% +$4.76M 1.54% 3
2021
Q1 		$6.9M Buy
44,600
+4,580
+11% +$726K 1.14% 8
2020
Q4 		$6.52M Buy
40,020
+11,920
+42% +$1.9M 1.37% 7
2020
Q3 		$4.6M Sell
28,100
-1,060
-4% -$167K 2.31% 5
2020
Q2 		$4.5M Buy
29,160
+720
+3% +$87K 2.49% 5
2020
Q1 		$2.77M Buy
28,440
+2,760
+11% +$267K 1.77% 8
2019
Q4 		$2.76M Buy
+25,680
New +$2.27M 1.65% 12

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

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

Arkadios Wealth Advisors increased its Amazon (AMZN) stake by 5.8% in Q2 2026, buying an estimated $5.46M and bringing the position to 399,200 shares worth $95.1M. The position accounts for 1.44% of the portfolio, ranked #4.

Arkadios Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Arkadios Wealth Advisors held 399,200 shares of Amazon worth $95.1M as of Q2 2026.
  • Arkadios Wealth Advisors bought 21,759 Amazon shares in Q2 2026, an estimated $5.46M.
  • Amazon made up 1.44% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Arkadios Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.