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Balanced Wealth Group’s Amazon AMZN Stock Holding History

Balanced Wealth Group’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 		$567K Sell
2,378
-67
-3% -$16.8K 0.18% 48
2026
Q1 		$509K Sell
2,445
-273
-10% -$60.1K 0.18% 43
2025
Q4 		$600K Hold
2,718
– – 0.22% 42
2025
Q3 		$599K Hold
2,718
– – 0.26% 39
2025
Q2 		$636K Hold
2,718
– – 0.28% 38
2025
Q1 		$517K Sell
2,718
-248
-8% -$53.8K 0.25% 41
2024
Q4 		$705K Buy
2,966
+48
+2% +$9.82K 0.32% 34
2024
Q3 		$544K Sell
2,918
-40
-1% -$7.3K 0.24% 43
2024
Q2 		$583K Sell
2,958
-352
-11% -$64.7K 0.27% 40
2024
Q1 		$627K Sell
3,310
-90
-3% -$15K 0.28% 41
2023
Q4 		$517K Buy
+3,400
New +$477K 0.27% 43

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

Balanced Wealth Group's AMZN Position: Q2 2026 in Review

Balanced Wealth Group reduced its Amazon (AMZN) stake by 2.7% in Q2 2026, selling an estimated $16.8K and leaving 2,378 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #48.

Balanced Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Balanced Wealth Group held 2,378 shares of Amazon worth $567K as of Q2 2026.
  • Balanced Wealth Group sold 67 Amazon shares in Q2 2026, an estimated $16.8K.
  • Amazon made up 0.18% of Balanced Wealth Group's portfolio in Q2 2026, its #48 holding.
  • Balanced Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's Amazon position peaked at $705K in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.