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Balboa Wealth Partners’s Amazon AMZN Stock Holding History

Balboa 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 		$12.6M Sell
52,659
-3,146
-6% -$790K 1.71% 10
2026
Q1 		$11.6M Sell
55,805
-146
-0.3% -$32.1K 1.95% 9
2025
Q4 		$12.9M Sell
55,951
-2,056
-4% -$470K 2.14% 8
2025
Q3 		$12.7M Sell
58,007
-367
-0.6% -$83.1K 2.2% 7
2025
Q2 		$12.8M Sell
58,374
-4,622
-7% -$915K 2.57% 5
2025
Q1 		$12M Sell
62,996
-549
-0.9% -$119K 2.89% 6
2024
Q4 		$13.9M Sell
63,545
-3,987
-6% -$816K 3.18% 5
2024
Q3 		$12.6M Sell
67,532
-7,167
-10% -$1.31M 3.13% 6
2024
Q2 		$14.4M Buy
74,699
+906
+1% +$166K 3.81% 5
2024
Q1 		$13.3M Buy
73,793
+2,815
+4% +$470K 3.92% 5
2023
Q4 		$10.8M Buy
70,978
+2,968
+4% +$416K 3.58% 6
2023
Q3 		$8.65M Buy
68,010
+773
+1% +$104K 3.24% 5
2023
Q2 		$8.77M Buy
67,237
+4,594
+7% +$525K 3.06% 6
2023
Q1 		$6.47M Buy
62,643
+14,038
+29% +$1.36M 2.44% 8
2022
Q4 		$4.08M Sell
48,605
-6,055
-11% -$598K 1.84% 8
2022
Q3 		$6.18M Buy
+54,660
New +$6.91M 2.72% 4

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

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

Balboa Wealth Partners reduced its Amazon (AMZN) stake by 5.6% in Q2 2026, selling an estimated $790K and leaving 52,659 shares worth $12.6M. The position accounts for 1.71% of the portfolio, ranked #10.

Balboa Wealth Partners first reported a position in AMZN in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.4M in Q2 2024. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Balboa Wealth Partners held 52,659 shares of Amazon worth $12.6M as of Q2 2026.
  • Balboa Wealth Partners sold 3,146 Amazon shares in Q2 2026, an estimated $790K.
  • Amazon made up 1.71% of Balboa Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Balboa Wealth Partners first reported a position in Amazon in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Amazon position peaked at $14.4M in Q2 2024.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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