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Cadence Wealth Management’s Amazon AMZN Stock Holding History

Cadence 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 		$391K Buy
1,638
+200
+14% +$50.2K 0.17% 47
2026
Q1 		$300K Buy
1,438
+81
+6% +$17.8K 0.13% 49
2025
Q4 		$313K Buy
1,357
+29
+2% +$6.63K 0.15% 48
2025
Q3 		$292K Buy
1,328
+45
+4% +$10.2K 0.15% 50
2025
Q2 		$282K Buy
1,283
+10
+0.8% +$1.98K 0.19% 46
2025
Q1 		$242K Sell
1,273
-12
-0.9% -$2.6K 0.18% 42
2024
Q4 		$282K Buy
1,285
+88
+7% +$18K 0.19% 40
2024
Q3 		$223K Hold
1,197
– – 0.18% 44
2024
Q2 		$231K Buy
1,197
+11
+0.9% +$2.02K 0.16% 42
2024
Q1 		$214K Buy
+1,186
New +$198K 0.22% 36

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

Cadence Wealth Management's AMZN Position: Q2 2026 in Review

Cadence Wealth Management increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $50.2K and bringing the position to 1,638 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #47.

Cadence Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cadence Wealth Management held 1,638 shares of Amazon worth $391K as of Q2 2026.
  • Cadence Wealth Management bought 200 Amazon shares in Q2 2026, an estimated $50.2K.
  • Amazon made up 0.17% of Cadence Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Cadence Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.