Carl Stuart Investment Advisor’s Amazon AMZN Stock Holding History

Carl Stuart Investment Advisor’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	$1.61M	Sell	6,760 -22	-0.3%	-$5.52K	0.65%	10
2026 Q1	$1.41M	Buy	+6,782	New	+$1.49M	0.62%	10
2024 Q1	–	Sell	-6,770	Closed	-$1.03M	–	17
2023 Q4	$1.03M	Hold	6,770	–	–	0.69%	12
2023 Q3	$876K	Hold	6,770	–	–	0.71%	9
2023 Q2	$883K	Buy	+6,770	New	+$773K	0.68%	9
2023 Q1	–	Sell	-6,770	Closed	-$569K	–	42
2022 Q4	$569K	Hold	6,770	–	–	0.53%	10
2022 Q3	$819K	Hold	6,770	–	–	0.73%	8
2022 Q2	$788K	Buy	6,770 +10	+0.1%	+$1.25K	0.69%	8
2022 Q1	$11M	Hold	6,760	–	–	0.8%	7
2021 Q4	$1.13M	Buy	+6,760	New	+$1.16M	0.82%	7

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carl Stuart Investment Advisor's AMZN Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Amazon (AMZN) stake by 0.32% in Q2 2026, selling an estimated $5.52K and leaving 6,760 shares worth $1.61M. The position accounts for 0.65% of the portfolio, ranked #10.

Carl Stuart Investment Advisor first reported a position in AMZN in Q4 2021 and has held it in 10 quarters since. The position peaked at $11M in Q1 2022. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Carl Stuart Investment Advisor held 6,760 shares of Amazon worth $1.61M as of Q2 2026.
Carl Stuart Investment Advisor sold 22 Amazon shares in Q2 2026, an estimated $5.52K.
Amazon made up 0.65% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #10 holding.
Carl Stuart Investment Advisor first reported a position in Amazon in Q4 2021 and has held it in 10 quarters since.
Carl Stuart Investment Advisor's Amazon position peaked at $11M in Q1 2022.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.