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Buckingham Strategic Wealth’s Amazon AMZN Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$14.9K Buy
+600
New +$110K ﹤0.01% 766

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Strategic Wealth's AMZN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Amazon (AMZN) stake by 0.11% in Q2 2024, selling an estimated $66.5K and leaving 330,228 shares worth $63.8M. The position accounts for 0.66% of the portfolio, ranked #26.

Buckingham Strategic Wealth first reported a position in AMZN in Q2 2013 and has held it in 44 quarters since. The position peaked at $66M in Q2 2021. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Buckingham Strategic Wealth held 330,228 shares of Amazon worth $63.8M as of Q2 2024.
  • Buckingham Strategic Wealth sold 362 Amazon shares in Q2 2024, an estimated $66.5K.
  • Amazon made up 0.66% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #26 holding.
  • Buckingham Strategic Wealth first reported a position in Amazon in Q2 2013 and has held it in 44 quarters since.
  • Buckingham Strategic Wealth's Amazon position peaked at $66M in Q2 2021.
  • 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.