BetterWealth’s Amazon AMZN Stock Holding History

BetterWealth’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	$902K	Buy	3,785 +476	+14%	+$119K	0.16%	34
2026 Q1	$689K	Buy	3,309 +421	+15%	+$92.7K	0.14%	36
2025 Q4	$667K	Sell	2,888 -493	-15%	-$113K	0.15%	35
2025 Q3	$742K	Sell	3,381 -296	-8%	-$67K	0.18%	34
2025 Q2	$807K	Hold	3,677	–	–	0.21%	32
2025 Q1	$700K	Sell	3,677 -3,456	-48%	-$750K	0.2%	32
2024 Q4	$1.56M	Sell	7,133 -59	-0.8%	-$12.1K	0.43%	25
2024 Q3	$1.34M	Buy	7,192 +60	+0.8%	+$10.9K	0.4%	24
2024 Q2	$1.38M	Sell	7,132 -400	-5%	-$73.5K	0.44%	24
2024 Q1	$1.36M	Sell	7,532 -44	-0.6%	-$7.34K	0.44%	25
2023 Q4	$1.15M	Buy	7,576 +420	+6%	+$58.9K	0.39%	25
2023 Q3	$910K	Buy	7,156 +3,004	+72%	+$403K	0.37%	22
2023 Q2	$541K	Sell	4,152 -386	-9%	-$44.1K	0.21%	26
2023 Q1	$469K	Hold	4,538	–	–	0.19%	30
2022 Q4	$381K	Hold	4,538	–	–	0.17%	26
2022 Q3	$513K	Buy	4,538 +98	+2%	+$12.4K	0.26%	21
2022 Q2	$472K	Buy	4,440 +1,080	+32%	+$135K	0.23%	23
2022 Q1	$548K	Sell	3,360 -1,080	-24%	-$167K	0.73%	14
2021 Q4	$740K	Buy	+4,440	New	+$760K	0.52%	16

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

BetterWealth's AMZN Position: Q2 2026 in Review

BetterWealth increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 3,785 shares worth $902K. The position accounts for 0.16% of the portfolio, ranked #34.

BetterWealth first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

BetterWealth held 3,785 shares of Amazon worth $902K as of Q2 2026.
BetterWealth bought 476 Amazon shares in Q2 2026, an estimated $119K.
Amazon made up 0.16% of BetterWealth's portfolio in Q2 2026, its #34 holding.
BetterWealth first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
BetterWealth's Amazon position peaked at $1.56M in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.