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Bridgewealth Advisory Group’s Amazon AMZN Stock Holding History

Bridgewealth Advisory Group’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 		$1.51M Buy
6,320
+500
+9% +$126K 0.28% 48
2026
Q1 		$1.21M Buy
5,820
+153
+3% +$33.7K 0.25% 49
2025
Q4 		$1.31M Buy
5,667
+264
+5% +$60.4K 0.29% 51
2025
Q3 		$1.19M Buy
5,403
+222
+4% +$50.3K 0.28% 49
2025
Q2 		$1.14M Buy
+5,181
New +$1.03M 0.29% 48
2025
Q1 		– Sell
-4,524
Closed -$1.04M – 53
2024
Q4 		$1.04M Buy
4,524
+603
+15% +$123K 0.29% 46
2024
Q3 		$731K Buy
3,921
+821
+26% +$150K 0.27% 45
2024
Q2 		$599K Buy
3,100
+110
+4% +$20.2K 0.27% 43
2024
Q1 		$539K Sell
2,990
-397
-12% -$66.3K 0.26% 45
2023
Q4 		$515K Buy
3,387
+400
+13% +$56.1K 0.39% 43
2023
Q3 		$380K Sell
2,987
-833
-22% -$112K 0.47% 37
2023
Q2 		$498K Hold
3,820
– – 0.81% 26
2023
Q1 		$395K Buy
3,820
+80
+2% +$7.73K 0.73% 33
2022
Q4 		$314K Buy
+3,740
New +$369K 0.62% 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

Bridgewealth Advisory Group's AMZN Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Amazon (AMZN) stake by 8.6% in Q2 2026, buying an estimated $126K and bringing the position to 6,320 shares worth $1.51M. The position accounts for 0.28% of the portfolio, ranked #48.

Bridgewealth Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bridgewealth Advisory Group held 6,320 shares of Amazon worth $1.51M as of Q2 2026.
  • Bridgewealth Advisory Group bought 500 Amazon shares in Q2 2026, an estimated $126K.
  • Amazon made up 0.28% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Bridgewealth Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.