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Boulder Wealth Advisors’s Amazon AMZN Stock Holding History

Boulder 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 		$276K Sell
1,156
-235
-17% -$59K 0.1% 29
2026
Q1 		$290K Sell
1,391
-281
-17% -$61.9K 0.12% 26
2025
Q4 		$386K Sell
1,672
-54
-3% -$12.4K 0.16% 27
2025
Q3 		$379K Buy
+1,726
New +$391K 0.18% 20
2025
Q1 		$297K Buy
1,559
+26
+2% +$5.64K 0.17% 20
2024
Q4 		$336K Buy
1,533
+248
+19% +$50.7K 0.17% 21
2024
Q3 		$239K Buy
1,285
+135
+12% +$24.6K 0.13% 23
2024
Q2 		$222K Buy
+1,150
New +$211K 0.13% 24
2022
Q4 		$77K Buy
+921
New +$91K 0.07% 26

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

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

Boulder Wealth Advisors reduced its Amazon (AMZN) stake by 17% in Q2 2026, selling an estimated $59K and leaving 1,156 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #29.

Boulder Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 9 quarters since. The position peaked at $386K in Q4 2025. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Boulder Wealth Advisors held 1,156 shares of Amazon worth $276K as of Q2 2026.
  • Boulder Wealth Advisors sold 235 Amazon shares in Q2 2026, an estimated $59K.
  • Amazon made up 0.1% of Boulder Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Boulder Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 9 quarters since.
  • Boulder Wealth Advisors's Amazon position peaked at $386K in Q4 2025.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.