Blue Rock Wealth Management’s Amazon AMZN Stock Holding History

Blue Rock 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	$3.07M	Sell	12,875 -1,075	-8%	-$270K	1.71%	15
2026 Q1	$2.91M	Sell	13,950 -800	-5%	-$176K	1.85%	17
2025 Q4	$3.4M	Sell	14,750 -1,050	-7%	-$240K	2.11%	17
2025 Q3	$3.47M	Buy	15,800 +1,603	+11%	+$363K	2.16%	17
2025 Q2	$3.11M	Sell	14,197 -495	-3%	-$98K	2.17%	16
2025 Q1	$2.8M	Buy	14,692 +3,800	+35%	+$825K	2.37%	13
2024 Q4	$2.39M	Buy	+10,892	New	+$2.23M	2.51%	11

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

Blue Rock Wealth Management's AMZN Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its Amazon (AMZN) stake by 7.7% in Q2 2026, selling an estimated $270K and leaving 12,875 shares worth $3.07M. The position accounts for 1.71% of the portfolio, ranked #15.

Blue Rock Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Blue Rock Wealth Management held 12,875 shares of Amazon worth $3.07M as of Q2 2026.
Blue Rock Wealth Management sold 1,075 Amazon shares in Q2 2026, an estimated $270K.
Amazon made up 1.71% of Blue Rock Wealth Management's portfolio in Q2 2026, its #15 holding.
Blue Rock Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Blue Rock Wealth Management's Amazon position peaked at $3.47M in Q3 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.