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Carolina Wealth Advisors’s Amazon AMZN Stock Holding History

Carolina Wealth Advisors’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 		$181K Sell
758
-50
-6% -$12.6K 0.07% 90
2026
Q1 		$168K Buy
808
+31
+4% +$6.83K 0.07% 97
2025
Q4 		$179K Sell
777
-69
-8% -$15.8K 0.08% 78
2025
Q3 		$186K Sell
846
-210
-20% -$47.5K 0.08% 78
2025
Q2 		$232K Buy
1,056
+60
+6% +$11.9K 0.11% 57
2025
Q1 		$189K Hold
996
– – 0.1% 71
2024
Q4 		$219K Sell
996
-1,005
-50% -$206K 0.12% 60
2024
Q3 		$373K Buy
2,001
+108
+6% +$19.7K 0.19% 51
2024
Q2 		$366K Hold
1,893
– – 0.18% 52
2024
Q1 		$341K Sell
1,893
-125
-6% -$20.9K 0.19% 55
2023
Q4 		$307K Buy
2,018
+80
+4% +$11.2K 0.16% 64
2023
Q3 		$246K Sell
1,938
-60
-3% -$8.04K 0.14% 75
2023
Q2 		$260K Sell
1,998
-12
-0.6% -$1.37K 0.16% 62
2023
Q1 		$208K Buy
2,010
+180
+10% +$17.4K 0.12% 79
2022
Q4 		$154K Buy
1,830
+60
+3% +$5.93K 0.1% 75
2022
Q3 		$200K Hold
1,770
– – 0.16% 68
2022
Q2 		$188K Buy
1,770
+250
+16% +$31.3K 0.12% 84
2022
Q1 		$248K Hold
1,520
– – 0.16% 68
2021
Q4 		$253K Hold
1,520
– – 0.14% 59
2021
Q3 		$250K Hold
1,520
– – 0.17% 46
2021
Q2 		$261K Hold
1,520
– – 0.18% 46
2021
Q1 		$235K Sell
1,520
-160
-10% -$25.4K 0.17% 44
2020
Q4 		$274K Buy
1,680
+160
+11% +$25.5K 0.22% 47
2020
Q3 		$239K Buy
1,520
+380
+33% +$59.9K 0.21% 47
2020
Q2 		$157K Buy
1,140
+100
+10% +$12.1K 0.15% 50
2020
Q1 		$101K Buy
1,040
+280
+37% +$27.1K 0.12% 50
2019
Q4 		$70K Buy
+760
New +$67.3K 0.07% 60

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

Carolina Wealth Advisors's AMZN Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Amazon (AMZN) stake by 6.2% in Q2 2026, selling an estimated $12.6K and leaving 758 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #90.

Carolina Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $373K in Q3 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Carolina Wealth Advisors held 758 shares of Amazon worth $181K as of Q2 2026.
  • Carolina Wealth Advisors sold 50 Amazon shares in Q2 2026, an estimated $12.6K.
  • Amazon made up 0.07% of Carolina Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Carolina Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Amazon position peaked at $373K in Q3 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.