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AMZN icon

Carson Advisory’s Amazon AMZN Stock Holding History

Carson Advisory’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 		$1.21M Buy
5,082
+218
+4% +$54.7K 0.56% 40
2026
Q1 		$1.01M Buy
4,864
+233
+5% +$51.3K 0.53% 45
2025
Q4 		$1.07M Buy
4,631
+120
+3% +$27.5K 0.56% 44
2025
Q3 		$990K Sell
4,511
-59
-1% -$13.4K 0.53% 47
2025
Q2 		$1M Sell
4,570
-207
-4% -$41K 0.64% 43
2025
Q1 		$909K Buy
4,777
+136
+3% +$29.5K 0.61% 43
2024
Q4 		$1.02M Sell
4,641
-1,961
-30% -$401K 0.71% 35
2024
Q3 		$1.23M Sell
6,602
-287
-4% -$52.4K 0.77% 30
2024
Q2 		$1.33M Buy
6,889
+124
+2% +$22.8K 0.93% 26
2024
Q1 		$1.22M Buy
6,765
+91
+1% +$15.2K 0.86% 29
2023
Q4 		$1.01M Sell
6,674
-310
-4% -$43.5K 0.79% 33
2023
Q3 		$888K Buy
6,984
+1,309
+23% +$175K 0.78% 35
2023
Q2 		$740K Sell
5,675
-29
-0.5% -$3.31K 0.62% 49
2023
Q1 		$589K Buy
5,704
+1,015
+22% +$98.1K 0.52% 63
2022
Q4 		$394K Buy
4,689
+640
+16% +$63.2K 0.38% 69
2022
Q3 		$458K Sell
4,049
-971
-19% -$123K 0.51% 60
2022
Q2 		$533K Buy
5,020
+1,980
+65% +$248K 0.6% 51
2022
Q1 		$496K Buy
3,040
+60
+2% +$9.27K 0.49% 58
2021
Q4 		$497K Buy
+2,980
New +$510K 0.5% 53

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

Carson Advisory's AMZN Position: Q2 2026 in Review

Carson Advisory increased its Amazon (AMZN) stake by 4.5% in Q2 2026, buying an estimated $54.7K and bringing the position to 5,082 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #40.

Carson Advisory first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q2 2024. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Carson Advisory held 5,082 shares of Amazon worth $1.21M as of Q2 2026.
  • Carson Advisory bought 218 Amazon shares in Q2 2026, an estimated $54.7K.
  • Amazon made up 0.56% of Carson Advisory's portfolio in Q2 2026, its #40 holding.
  • Carson Advisory first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Amazon position peaked at $1.33M in Q2 2024.
  • 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.