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Bright Futures Wealth Management’s Amazon AMZN Stock Holding History

Bright Futures 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 		$2.1M Sell
8,796
-1,171
-12% -$294K 1.35% 14
2026
Q1 		$2.08M Buy
9,967
+151
+2% +$33.2K 1.42% 15
2025
Q4 		$2.27M Buy
9,816
+482
+5% +$110K 1.68% 12
2025
Q3 		$2.05M Buy
+9,334
New +$2.11M 1.6% 16
2025
Q1 		$2.09M Sell
12,478
-987
-7% -$214K 2.29% 12
2024
Q4 		$3.19M Sell
13,465
-22,904
-63% -$4.69M 2.84% 6
2024
Q3 		$7.01M Sell
36,369
-615
-2% -$112K 3.38% 2
2024
Q2 		$6.21M Buy
36,984
+144
+0.4% +$26.5K 3.37% 2
2024
Q1 		$7.29M Buy
+36,840
New +$6.15M 3.94% 2

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

Bright Futures Wealth Management's AMZN Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $294K and leaving 8,796 shares worth $2.1M. The position accounts for 1.35% of the portfolio, ranked #14.

Bright Futures Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.29M in Q1 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Bright Futures Wealth Management held 8,796 shares of Amazon worth $2.1M as of Q2 2026.
  • Bright Futures Wealth Management sold 1,171 Amazon shares in Q2 2026, an estimated $294K.
  • Amazon made up 1.35% of Bright Futures Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Bright Futures Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Bright Futures Wealth Management's Amazon position peaked at $7.29M in Q1 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.