APW
AMZN icon

Atlantic Private Wealth’s Amazon AMZN Stock Holding History

Atlantic Private 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 		$88.2K Hold
370
– – 0.05% 86
2026
Q1 		$77.1K Sell
370
-192
-34% -$42.3K 0.05% 103
2025
Q4 		$130K Buy
562
+47
+9% +$10.8K 0.08% 72
2025
Q3 		$113K Hold
515
– – 0.07% 74
2025
Q2 		$113K Buy
515
+145
+39% +$28.7K 0.08% 68
2025
Q1 		$70.4K Hold
370
– – 0.05% 97
2024
Q4 		$81.2K Hold
370
– – 0.06% 68
2024
Q3 		$68.9K Buy
370
+350
+1,750% +$63.9K 0.05% 72
2024
Q2 		$3.87K Sell
20
-400
-95% -$73.5K ﹤0.01% 91
2024
Q1 		$75.8K Hold
420
– – 0.06% 57
2023
Q4 		$63.8K Hold
420
– – 0.06% 59
2023
Q3 		$53.4K Hold
420
– – 0.05% 56
2023
Q2 		$54.8K Hold
420
– – 0.06% 55
2023
Q1 		$43.4K Buy
+420
New +$40.6K 0.05% 51

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

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

Atlantic Private Wealth held its Amazon (AMZN) position steady in Q2 2026 at 370 shares worth $88.2K. The position accounts for 0.05% of the portfolio, ranked #86.

Atlantic Private Wealth first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $130K in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Atlantic Private Wealth held 370 shares of Amazon worth $88.2K as of Q2 2026.
  • Atlantic Private Wealth left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.05% of Atlantic Private Wealth's portfolio in Q2 2026, its #86 holding.
  • Atlantic Private Wealth first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • Atlantic Private Wealth's Amazon position peaked at $130K in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.