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Avid Wealth Partners’s Amazon AMZN Stock Holding History

Avid Wealth Partners’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 		$1.23M Buy
5,170
+196
+4% +$49.2K 0.6% 24
2026
Q1 		$1.04M Buy
4,974
+428
+9% +$94.2K 0.49% 30
2025
Q4 		$1.05M Buy
4,546
+145
+3% +$33.2K 0.51% 31
2025
Q3 		$966K Sell
4,401
-30
-0.7% -$6.79K 0.48% 29
2025
Q2 		$972K Buy
4,431
+1,962
+79% +$388K 0.56% 26
2025
Q1 		$470K Sell
2,469
-191
-7% -$41.4K 0.32% 35
2024
Q4 		$584K Buy
2,660
+453
+21% +$92.7K 0.41% 26
2024
Q3 		$411K Buy
2,207
+83
+4% +$15.1K 0.29% 30
2024
Q2 		$410K Sell
2,124
-275
-11% -$50.5K 0.32% 29
2024
Q1 		$433K Sell
2,399
-864
-26% -$144K 0.35% 29
2023
Q4 		$496K Buy
+3,263
New +$457K 0.49% 18

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

Avid Wealth Partners's AMZN Position: Q2 2026 in Review

Avid Wealth Partners increased its Amazon (AMZN) stake by 3.9% in Q2 2026, buying an estimated $49.2K and bringing the position to 5,170 shares worth $1.23M. The position accounts for 0.6% of the portfolio, ranked #24.

Avid Wealth Partners first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Avid Wealth Partners held 5,170 shares of Amazon worth $1.23M as of Q2 2026.
  • Avid Wealth Partners bought 196 Amazon shares in Q2 2026, an estimated $49.2K.
  • Amazon made up 0.6% of Avid Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Avid Wealth Partners first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.