Cascade Wealth Advisors’s Amazon AMZN Stock Holding History

Cascade 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	$283K	Hold	1,030	–	–	0.11%	59
2026 Q1	$281K	Sell	1,030 -65	-6%	-$14.3K	0.12%	55
2025 Q4	$266K	Buy	1,095 +50	+5%	+$11.4K	0.12%	55
2025 Q3	$260K	Hold	1,045	–	–	0.13%	54
2025 Q2	$233K	Buy	+1,045	New	+$207K	0.13%	52
2024 Q3	–	Sell	-1,680	Closed	-$302K	–	50
2024 Q2	$302K	Sell	1,680 -110	-6%	-$20.2K	0.22%	43
2024 Q1	$333K	Buy	+1,790	New	+$299K	0.28%	42

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

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

Cascade Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 1,030 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #59.

Cascade Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2024. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Cascade Wealth Advisors held 1,030 shares of Amazon worth $283K as of Q2 2026.
Cascade Wealth Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.11% of Cascade Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Cascade Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 7 quarters since.
Cascade Wealth Advisors's Amazon position peaked at $333K in Q1 2024.
6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.