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Bennett Associates Wealth Management’s Amazon AMZN Stock Holding History

Bennett Associates 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 		$1.1M Buy
4,601
+980
+27% +$246K 0.68% 22
2026
Q1 		$754K Buy
3,621
+466
+15% +$103K 0.51% 25
2025
Q4 		$728K Buy
3,155
+1,508
+92% +$345K 0.5% 25
2025
Q3 		$362K Buy
1,647
+7
+0.4% +$1.58K 0.26% 34
2025
Q2 		$360K Buy
1,640
+155
+10% +$30.7K 0.28% 35
2025
Q1 		$283K Buy
1,485
+177
+14% +$38.4K 0.23% 39
2024
Q4 		$287K Buy
+1,308
New +$268K 0.24% 42

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

Bennett Associates Wealth Management's AMZN Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Amazon (AMZN) stake by 27% in Q2 2026, buying an estimated $246K and bringing the position to 4,601 shares worth $1.1M. The position accounts for 0.68% of the portfolio, ranked #22.

Bennett Associates 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.

  • Bennett Associates Wealth Management held 4,601 shares of Amazon worth $1.1M as of Q2 2026.
  • Bennett Associates Wealth Management bought 980 Amazon shares in Q2 2026, an estimated $246K.
  • Amazon made up 0.68% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Bennett Associates 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 Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.