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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 		$262K Hold
1,100
– – ﹤0.01% 1478
2026
Q1 		$229K Sell
1,100
-200
-15% -$44K ﹤0.01% 1505
2025
Q4 		$300K Sell
1,300
-400
-24% -$91.5K 0.01% 1258
2025
Q3 		$373K Sell
1,700
-300
-15% -$67.9K 0.01% 1073
2025
Q2 		$439K Buy
2,000
+1,600
+400% +$317K 0.01% 899
2025
Q1 		$76.1K Buy
+400
New +$86.8K ﹤0.01% 1086
2024
Q4 		– Sell
-300
Closed -$55.9K – 946
2024
Q3 		$55.9K Buy
+300
New +$54.7K ﹤0.01% 888

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. 6,136 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.
  • 6,136 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.