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Benson Wealth Management’s Amazon AMZN Stock Holding History

Benson 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 		$3.37M Buy
14,121
+3,698
+35% +$928K 3.39% 6
2026
Q1 		$2.17M Sell
10,423
-11,994
-54% -$2.64M 2.97% 11
2025
Q4 		$5.17M Buy
+22,417
New +$5.13M 5.76% 3

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

Benson Wealth Management's AMZN Position: Q2 2026 in Review

Benson Wealth Management increased its Amazon (AMZN) stake by 35% in Q2 2026, buying an estimated $928K and bringing the position to 14,121 shares worth $3.37M. The position accounts for 3.39% of the portfolio, ranked #6.

Benson Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.17M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Benson Wealth Management held 14,121 shares of Amazon worth $3.37M as of Q2 2026.
  • Benson Wealth Management bought 3,698 Amazon shares in Q2 2026, an estimated $928K.
  • Amazon made up 3.39% of Benson Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Benson Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Amazon position peaked at $5.17M in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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