Bestgate Wealth Advisors’s Amazon AMZN Stock Holding History

Bestgate Wealth Advisors’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	$762K	Hold	3,196	–	–	1.21%	22
2026 Q1	$666K	Sell	3,196 -995	-24%	-$219K	1.2%	21
2025 Q4	$967K	Buy	4,191 +227	+6%	+$51.9K	1.7%	14
2025 Q3	$870K	Buy	3,964 +40	+1%	+$9.05K	1.54%	15
2025 Q2	$747K	Hold	3,924	–	–	1.55%	17
2025 Q1	$747K	Sell	3,924 -5	-0.1%	-$1.08K	1.55%	17
2024 Q4	$862K	Buy	+3,929	New	+$804K	1.73%	15

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bestgate Wealth Advisors's AMZN Position: Q2 2026 in Review

Bestgate Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 3,196 shares worth $762K. The position accounts for 1.21% of the portfolio, ranked #22.

Bestgate Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $967K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Bestgate Wealth Advisors held 3,196 shares of Amazon worth $762K as of Q2 2026.
Bestgate Wealth Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 1.21% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Bestgate Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's Amazon position peaked at $967K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.