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Ball & Co Wealth Management’s Amazon AMZN Stock Holding History

Ball & Co Wealth Management’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 		$306K Buy
1,284
+668
+108% +$168K 0.22% 22
2026
Q1 		$128K Hold
616
– – 0.11% 23
2025
Q4 		$142K Hold
616
– – 0.09% 31
2025
Q3 		$135K Buy
616
+15
+2% +$3.4K 0.09% 29
2025
Q2 		$131K Buy
601
+30
+5% +$5.94K 0.14% 23
2025
Q1 		$108K Sell
571
-399
-41% -$86.6K 0.12% 22
2024
Q4 		$212K Buy
+970
New +$198K 0.17% 19

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

Ball & Co Wealth Management's AMZN Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Amazon (AMZN) stake by 108% in Q2 2026, buying an estimated $168K and bringing the position to 1,284 shares worth $306K. The position accounts for 0.22% of the portfolio, ranked #22.

Ball & Co Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ball & Co Wealth Management held 1,284 shares of Amazon worth $306K as of Q2 2026.
  • Ball & Co Wealth Management bought 668 Amazon shares in Q2 2026, an estimated $168K.
  • Amazon made up 0.22% of Ball & Co Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Ball & Co Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.