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Carroll Advisory Group’s Amazon AMZN Stock Holding History

Carroll Advisory Group’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 		$1.4M Sell
5,887
-111
-2% -$27.9K 0.46% 38
2026
Q1 		$1.25M Sell
5,998
-1,001
-14% -$220K 0.48% 37
2025
Q4 		$1.62M Buy
+6,999
New +$1.6M 0.7% 32

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

Carroll Advisory Group's AMZN Position: Q2 2026 in Review

Carroll Advisory Group reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $27.9K and leaving 5,887 shares worth $1.4M. The position accounts for 0.46% of the portfolio, ranked #38.

Carroll Advisory Group first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 6,121 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Carroll Advisory Group held 5,887 shares of Amazon worth $1.4M as of Q2 2026.
  • Carroll Advisory Group sold 111 Amazon shares in Q2 2026, an estimated $27.9K.
  • Amazon made up 0.46% of Carroll Advisory Group's portfolio in Q2 2026, its #38 holding.
  • Carroll Advisory Group first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Carroll Advisory Group's Amazon position peaked at $1.62M in Q4 2025.
  • 6,121 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.