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Blue Zone Wealth Advisors’s Amazon AMZN Stock Holding History

Blue Zone 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 		$41.3M Buy
173,427
+18,732
+12% +$4.7M 7.22% 2
2026
Q1 		$32.2M Buy
154,695
+38,858
+34% +$8.56M 6.56% 2
2025
Q4 		$26.7M Buy
115,837
+30,038
+35% +$6.87M 5.11% 2
2025
Q3 		$18.8M Buy
85,799
+54,377
+173% +$12.3M 3.76% 4
2025
Q2 		$6.89M Buy
31,422
+2,524
+9% +$499K 1.72% 21
2025
Q1 		$5.5M Buy
28,898
+1,081
+4% +$235K 1.53% 30
2024
Q4 		$6.1M Buy
27,817
+507
+2% +$104K 1.76% 17
2024
Q3 		$5.09M Buy
27,310
+499
+2% +$91K 1.58% 25
2024
Q2 		$5.18M Sell
26,811
-3,645
-12% -$670K 1.79% 19
2024
Q1 		$5.49M Buy
30,456
+170
+0.6% +$28.4K 1.89% 19
2023
Q4 		$4.6M Sell
30,286
-320
-1% -$44.9K 1.84% 25
2023
Q3 		$3.89M Buy
30,606
+797
+3% +$107K 1.71% 23
2023
Q2 		$3.89M Sell
29,809
-431
-1% -$49.2K 1.79% 20
2023
Q1 		$3.12M Sell
30,240
-4,400
-13% -$425K 1.67% 25
2022
Q4 		$2.91M Sell
34,640
-300
-0.9% -$29.6K 1.55% 24
2022
Q3 		$3.95M Sell
34,940
-4,860
-12% -$614K 2.04% 12
2022
Q2 		$4.23M Buy
39,800
+6,240
+19% +$781K 1.92% 12
2022
Q1 		$5.47M Buy
33,560
+7,460
+29% +$1.15M 2.04% 11
2021
Q4 		$4.35M Buy
26,100
+880
+3% +$151K 1.44% 20
2021
Q3 		$4.14M Buy
25,220
+3,100
+14% +$535K 1.44% 21
2021
Q2 		$3.81M Hold
22,120
– – 1.43% 22
2021
Q1 		$3.42M Sell
22,120
-1,940
-8% -$308K 1.46% 21
2020
Q4 		$3.92M Buy
24,060
+200
+0.8% +$31.9K 1.89% 15
2020
Q3 		$3.76M Buy
23,860
+2,340
+11% +$369K 2.12% 11
2020
Q2 		$2.97M Buy
21,520
+1,140
+6% +$138K 1.66% 16
2020
Q1 		$1.99M Buy
20,380
+15,440
+313% +$1.49M 1.86% 14
2019
Q4 		$456K Buy
+4,940
New +$437K 0.29% 34

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

Blue Zone Wealth Advisors's AMZN Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $4.7M and bringing the position to 173,427 shares worth $41.3M. The position accounts for 7.22% of the portfolio, ranked #2.

Blue Zone Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Blue Zone Wealth Advisors held 173,427 shares of Amazon worth $41.3M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 18,732 Amazon shares in Q2 2026, an estimated $4.7M.
  • Amazon made up 7.22% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Blue Zone Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.