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CarsonAllaria Wealth Management’s Amazon AMZN Stock Holding History

CarsonAllaria Wealth Management’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 		$825K Buy
3,461
+91
+3% +$22.8K 0.36% 35
2026
Q1 		$702K Sell
3,370
-190
-5% -$41.8K 0.35% 34
2025
Q4 		$822K Hold
3,560
– – 0.41% 34
2025
Q3 		$782K Buy
3,560
+207
+6% +$46.9K 0.41% 33
2025
Q2 		$736K Buy
3,353
+50
+2% +$9.89K 0.39% 33
2025
Q1 		$628K Sell
3,303
-64
-2% -$13.9K 0.36% 33
2024
Q4 		$739K Sell
3,367
-585
-15% -$120K 0.42% 31
2024
Q3 		$736K Sell
3,952
-279
-7% -$50.9K 0.42% 32
2024
Q2 		$818K Buy
4,231
+664
+19% +$122K 0.5% 28
2024
Q1 		$643K Buy
3,567
+850
+31% +$142K 0.4% 31
2023
Q4 		$413K Hold
2,717
– – 0.3% 36
2023
Q3 		$345K Sell
2,717
-100
-4% -$13.4K 0.28% 40
2023
Q2 		$367K Buy
2,817
+106
+4% +$12.1K 0.29% 41
2023
Q1 		$280K Buy
2,711
+50
+2% +$4.83K 0.24% 50
2022
Q4 		$224K Buy
2,661
+121
+5% +$12K 0.2% 62
2022
Q3 		$287K Sell
2,540
-240
-9% -$30.3K 0.27% 46
2022
Q2 		$295K Hold
2,780
– – 0.28% 47
2022
Q1 		$453K Sell
2,780
-420
-13% -$64.9K 0.41% 34
2021
Q4 		$533K Buy
+3,200
New +$548K 0.47% 33

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

CarsonAllaria Wealth Management's AMZN Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its Amazon (AMZN) stake by 2.7% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,461 shares worth $825K. The position accounts for 0.36% of the portfolio, ranked #35.

CarsonAllaria Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CarsonAllaria Wealth Management held 3,461 shares of Amazon worth $825K as of Q2 2026.
  • CarsonAllaria Wealth Management bought 91 Amazon shares in Q2 2026, an estimated $22.8K.
  • Amazon made up 0.36% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #35 holding.
  • CarsonAllaria Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.