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Asset Allocation Strategies’s Amazon AMZN Stock Holding History

Asset Allocation 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 		$1.06M Buy
4,437
+182
+4% +$45.7K 0.16% 83
2026
Q1 		$886K Buy
4,255
+20
+0.5% +$4.4K 0.16% 89
2025
Q4 		$978K Buy
4,235
+16
+0.4% +$3.66K 0.18% 81
2025
Q3 		$926K Buy
4,219
+699
+20% +$158K 0.18% 85
2025
Q2 		$772K Buy
3,520
+34
+1% +$6.73K 0.17% 89
2025
Q1 		$663K Hold
3,486
– – 0.17% 93
2024
Q4 		$798K Sell
3,486
-5
-0.1% -$1.02K 0.19% 83
2024
Q3 		$650K Buy
3,491
+76
+2% +$13.9K 0.19% 81
2024
Q2 		$660K Sell
3,415
-48
-1% -$8.82K 0.22% 51
2024
Q1 		$625K Buy
3,463
+115
+3% +$19.2K 0.22% 46
2023
Q4 		$509K Buy
3,348
+48
+1% +$6.73K 0.2% 45
2023
Q3 		$419K Buy
3,300
+31
+0.9% +$4.15K 0.19% 44
2023
Q2 		$426K Buy
+3,269
New +$373K 0.2% 45

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

Asset Allocation Strategies's AMZN Position: Q2 2026 in Review

Asset Allocation Strategies increased its Amazon (AMZN) stake by 4.3% in Q2 2026, buying an estimated $45.7K and bringing the position to 4,437 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #83.

Asset Allocation Strategies first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Asset Allocation Strategies held 4,437 shares of Amazon worth $1.06M as of Q2 2026.
  • Asset Allocation Strategies bought 182 Amazon shares in Q2 2026, an estimated $45.7K.
  • Amazon made up 0.16% of Asset Allocation Strategies's portfolio in Q2 2026, its #83 holding.
  • Asset Allocation Strategies first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.