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Blodgett Wealth Advisors’s Amazon AMZN Stock Holding History

Blodgett 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 		$9.76M Buy
40,952
+285
+0.7% +$71.5K 6.54% 5
2026
Q1 		$8.47M Sell
40,667
-520
-1% -$114K 6.71% 5
2025
Q4 		$9.51M Sell
41,187
-45
-0.1% -$10.3K 6.63% 6
2025
Q3 		$9.05M Sell
41,232
-850
-2% -$192K 6.24% 5
2025
Q2 		$9.23M Sell
42,082
-840
-2% -$166K 7.23% 5
2025
Q1 		$8.17M Buy
42,922
+12,366
+40% +$2.68M 6.96% 5
2024
Q4 		$6.7M Buy
30,556
+1,725
+6% +$353K 5.26% 6
2024
Q3 		$5.37M Buy
28,831
+25
+0.1% +$4.56K 4.52% 6
2024
Q2 		$5.57M Sell
28,806
-850
-3% -$156K 4.72% 6
2024
Q1 		$5.35M Sell
29,656
-1,000
-3% -$167K 4.83% 6
2023
Q4 		$4.66M Sell
30,656
-825
-3% -$116K 4.75% 6
2023
Q3 		$4M Sell
31,481
-400
-1% -$53.6K 4.39% 6
2023
Q2 		$4.16M Sell
31,881
-219
-0.7% -$25K 4.3% 6
2023
Q1 		$3.32M Sell
32,100
-2,400
-7% -$232K 3.83% 6
2022
Q4 		$2.9M Sell
34,500
-5,960
-15% -$589K 3.52% 5
2022
Q3 		$4.57M Sell
40,460
-1,495
-4% -$189K 5.48% 4
2022
Q2 		$4.46M Sell
41,955
-865
-2% -$108K 4.88% 5
2022
Q1 		$6.98M Buy
42,820
+3,680
+9% +$569K 5.81% 4
2021
Q4 		$6.53M Buy
+39,140
New +$6.7M 5.06% 4

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

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

Blodgett Wealth Advisors increased its Amazon (AMZN) stake by 0.7% in Q2 2026, buying an estimated $71.5K and bringing the position to 40,952 shares worth $9.76M. The position accounts for 6.54% of the portfolio, ranked #5.

Blodgett Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Blodgett Wealth Advisors held 40,952 shares of Amazon worth $9.76M as of Q2 2026.
  • Blodgett Wealth Advisors bought 285 Amazon shares in Q2 2026, an estimated $71.5K.
  • Amazon made up 6.54% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Blodgett Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.