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Bosman Wealth Management’s Amazon AMZN Stock Holding History

Bosman 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 		$4.78M Sell
20,069
-2,704
-12% -$679K 2.97% 10
2026
Q1 		$4.74M Buy
22,773
+767
+3% +$169K 4.17% 8
2025
Q4 		$5.08M Sell
22,006
-267
-1% -$61.1K 4.17% 6
2025
Q3 		$4.89M Buy
22,273
+3,426
+18% +$775K 3.79% 9
2025
Q2 		$4.13M Sell
18,847
-1,952
-9% -$386K 3.67% 9
2025
Q1 		$3.96M Buy
20,799
+7,651
+58% +$1.66M 4.02% 9
2024
Q4 		$2.88M Buy
+13,148
New +$2.69M 2.77% 14

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

Bosman Wealth Management's AMZN Position: Q2 2026 in Review

Bosman Wealth Management reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $679K and leaving 20,069 shares worth $4.78M. The position accounts for 2.97% of the portfolio, ranked #10.

Bosman Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bosman Wealth Management held 20,069 shares of Amazon worth $4.78M as of Q2 2026.
  • Bosman Wealth Management sold 2,704 Amazon shares in Q2 2026, an estimated $679K.
  • Amazon made up 2.97% of Bosman Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Bosman Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Bosman Wealth Management's Amazon position peaked at $5.08M in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.