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Caliber Wealth Management (Kansas)’s Amazon AMZN Stock Holding History

Caliber Wealth Management (Kansas)’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 		$6.61M Sell
27,731
-557
-2% -$140K 0.64% 28
2026
Q1 		$5.89M Buy
28,288
+958
+4% +$211K 0.64% 28
2025
Q4 		$6.31M Buy
27,330
+757
+3% +$173K 0.68% 29
2025
Q3 		$5.83M Sell
26,573
-5,640
-18% -$1.28M 0.65% 31
2025
Q2 		$7.07M Buy
32,213
+1,929
+6% +$382K 0.76% 29
2025
Q1 		$5.76M Buy
+30,284
New +$6.57M 0.79% 26

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

Caliber Wealth Management (Kansas)'s AMZN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Amazon (AMZN) stake by 2% in Q2 2026, selling an estimated $140K and leaving 27,731 shares worth $6.61M. The position accounts for 0.64% of the portfolio, ranked #28.

Caliber Wealth Management (Kansas) first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.07M in Q2 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 27,731 shares of Amazon worth $6.61M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 557 Amazon shares in Q2 2026, an estimated $140K.
  • Amazon made up 0.64% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #28 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Amazon position peaked at $7.07M in Q2 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.