Betterment LLC
AMZN icon

Betterment LLC’s Amazon AMZN Stock Holding History

Betterment LLC’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 		$4.95M Buy
20,765
+3,349
+19% +$841K 0.01% 177
2026
Q1 		$3.63M Buy
17,416
+5,121
+42% +$1.13M 0.01% 193
2025
Q4 		$2.84M Buy
12,295
+5,791
+89% +$1.32M 0.01% 204
2025
Q3 		$1.43M Buy
6,504
+475
+8% +$108K ﹤0.01% 257
2025
Q2 		$1.32M Sell
6,029
-396
-6% -$78.4K ﹤0.01% 250
2025
Q1 		$1.22M Buy
6,425
+2,921
+83% +$634K ﹤0.01% 240
2024
Q4 		$769K Buy
3,504
+1,744
+99% +$357K ﹤0.01% 274
2024
Q3 		$328K Buy
1,760
+5
+0.3% +$912 ﹤0.01% 358
2024
Q2 		$339K Buy
1,755
+200
+13% +$36.7K ﹤0.01% 329
2024
Q1 		$280K Buy
+1,555
New +$260K ﹤0.01% 321

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

Betterment LLC's AMZN Position: Q2 2026 in Review

Betterment LLC increased its Amazon (AMZN) stake by 19% in Q2 2026, buying an estimated $841K and bringing the position to 20,765 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #177.

Betterment LLC first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Betterment LLC held 20,765 shares of Amazon worth $4.95M as of Q2 2026.
  • Betterment LLC bought 3,349 Amazon shares in Q2 2026, an estimated $841K.
  • Amazon made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #177 holding.
  • Betterment LLC first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.