Atlantic Family Wealth’s Amazon AMZN Stock Holding History

Atlantic Family Wealth’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	$872K	Buy	3,659 +63	+2%	+$15.8K	0.56%	14
2026 Q1	$749K	Buy	3,596 +169	+5%	+$37.2K	0.54%	17
2025 Q4	$791K	Hold	3,427	–	–	0.6%	15
2025 Q3	$752K	Buy	3,427 +130	+4%	+$29.4K	0.58%	15
2025 Q2	$723K	Sell	3,297 -17	-0.5%	-$3.36K	0.63%	14
2025 Q1	$631K	Buy	3,314 +221	+7%	+$48K	0.58%	12
2024 Q4	$679K	Buy	+3,093	New	+$633K	0.8%	11

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

Atlantic Family Wealth's AMZN Position: Q2 2026 in Review

Atlantic Family Wealth increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,659 shares worth $872K. The position accounts for 0.56% of the portfolio, ranked #14.

Atlantic Family Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Atlantic Family Wealth held 3,659 shares of Amazon worth $872K as of Q2 2026.
Atlantic Family Wealth bought 63 Amazon shares in Q2 2026, an estimated $15.8K.
Amazon made up 0.56% of Atlantic Family Wealth's portfolio in Q2 2026, its #14 holding.
Atlantic Family Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.