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ARQ Wealth Advisors’s Amazon AMZN Stock Holding History

ARQ 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 		$2.99M Buy
12,192
+1,712
+16% +$430K 0.37% 78
2026
Q1 		$2.18M Buy
10,480
+5,556
+113% +$1.22M 0.39% 74
2025
Q4 		$1.14M Buy
4,924
+131
+3% +$30K 0.31% 55
2025
Q3 		$1.05M Buy
4,793
+1,357
+39% +$307K 0.31% 56
2025
Q2 		$654K Hold
3,436
– – 0.22% 61
2025
Q1 		$654K Buy
3,436
+543
+19% +$118K 0.24% 56
2024
Q4 		$635K Buy
2,893
+118
+4% +$24.1K 0.24% 63
2024
Q3 		$495K Buy
2,775
+106
+4% +$19.3K 0.19% 63
2024
Q2 		$516K Sell
2,669
-451
-14% -$82.8K 0.22% 57
2024
Q1 		$563K Buy
3,120
+1,492
+92% +$249K 0.24% 56
2023
Q4 		$247K Buy
+1,628
New +$228K 0.15% 58

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

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

ARQ Wealth Advisors increased its Amazon (AMZN) stake by 16% in Q2 2026, buying an estimated $430K and bringing the position to 12,192 shares worth $2.99M. The position accounts for 0.37% of the portfolio, ranked #78.

ARQ Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • ARQ Wealth Advisors held 12,192 shares of Amazon worth $2.99M as of Q2 2026.
  • ARQ Wealth Advisors bought 1,712 Amazon shares in Q2 2026, an estimated $430K.
  • Amazon made up 0.37% of ARQ Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • ARQ Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.