Breakthru Advisory Services’s Amazon AMZN Stock Holding History

Breakthru Advisory Services’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	–	Sell	-5,826	Closed	-$1.21M	–	19
2026 Q1	$1.21M	Sell	5,826 -1,181	-17%	-$260K	1.95%	16
2025 Q4	$1.62M	Buy	7,007 +380	+6%	+$86.9K	1.03%	19
2025 Q3	$1.46M	Buy	+6,627	New	+$1.5M	0.96%	18
2025 Q1	–	Sell	-5,371	Closed	-$1.18M	–	13
2024 Q4	$1.18M	Buy	+5,371	New	+$1.1M	1.07%	16

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

Breakthru Advisory Services's AMZN Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Amazon (AMZN) in Q2 2026, closing a stake of 5,826 shares — an estimated $1.21M sold.

Breakthru Advisory Services first reported a position in AMZN in Q4 2024 and held it in 4 quarters. The position peaked at $1.62M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Breakthru Advisory Services reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 5,826 Amazon shares in Q2 2026, an estimated $1.21M.
Breakthru Advisory Services first reported a position in Amazon in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's Amazon position peaked at $1.62M in Q4 2025.
6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.