Aspen Wealth Strategies’s Amazon AMZN Stock Holding History

Aspen Wealth Strategies’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	$1.62M	Sell	6,795 -130	-2%	-$32.6K	0.78%	25
2026 Q1	$1.44M	Sell	6,925 -35	-0.5%	-$7.71K	0.77%	27
2025 Q4	$1.61M	Buy	6,960 +25	+0.4%	+$5.72K	0.88%	22
2025 Q3	$1.52M	Sell	6,935 -8	-0.1%	-$1.81K	0.85%	19
2025 Q2	$1.52M	Sell	6,943 -25	-0.4%	-$4.95K	0.92%	19
2025 Q1	$1.33M	Sell	6,968 -79	-1%	-$17.1K	0.87%	22
2024 Q4	$1.55M	Buy	7,047 +87	+1%	+$17.8K	0.99%	18
2024 Q3	$1.3M	Buy	6,960 +62	+0.9%	+$11.3K	0.84%	18
2024 Q2	$1.3M	Sell	6,898 -587	-8%	-$108K	0.9%	18
2024 Q1	$1.35M	Sell	7,485 -1,519	-17%	-$254K	0.93%	17
2023 Q4	$1.37M	Hold	9,004	–	–	0.99%	19
2023 Q3	$1.14M	Sell	9,004 -62	-0.7%	-$8.31K	0.89%	19
2023 Q2	$1.18M	Sell	9,066 -5,109	-36%	-$583K	0.9%	17
2023 Q1	$1.46M	Sell	14,175 -177	-1%	-$17.1K	1.14%	15
2022 Q4	$1.21M	Buy	+14,352	New	+$1.42M	0.97%	16

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

Aspen Wealth Strategies's AMZN Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $32.6K and leaving 6,795 shares worth $1.62M. The position accounts for 0.78% of the portfolio, ranked #25.

Aspen Wealth Strategies first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,141 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Aspen Wealth Strategies held 6,795 shares of Amazon worth $1.62M as of Q2 2026.
Aspen Wealth Strategies sold 130 Amazon shares in Q2 2026, an estimated $32.6K.
Amazon made up 0.78% of Aspen Wealth Strategies's portfolio in Q2 2026, its #25 holding.
Aspen Wealth Strategies first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
6,141 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.