Cassaday & Co Wealth Management
AMZN icon

Cassaday & Co Wealth Management’s Amazon AMZN Stock Holding History

Cassaday & Co 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 		$18.9M Buy
79,463
+184
+0.2% +$46.2K 0.36% 26
2026
Q1 		$16.5M Buy
79,279
+1,901
+2% +$419K 0.35% 25
2025
Q4 		$17.9M Buy
77,378
+1,545
+2% +$353K 0.38% 25
2025
Q3 		$16.7M Sell
75,833
-591
-0.8% -$134K 0.38% 24
2025
Q2 		$16.8M Buy
76,424
+2,389
+3% +$473K 0.42% 24
2025
Q1 		$14.1M Buy
74,035
+998
+1% +$217K 0.4% 23
2024
Q4 		$16M Buy
73,037
+1,596
+2% +$327K 0.44% 23
2024
Q3 		$13.3M Buy
71,441
+4,772
+7% +$871K 0.38% 22
2024
Q2 		$12.9M Buy
66,669
+2,281
+4% +$419K 0.41% 22
2024
Q1 		$11.6M Buy
64,388
+34
+0.1% +$5.67K 0.38% 23
2023
Q4 		$9.78M Buy
64,354
+61
+0.1% +$8.55K 0.34% 24
2023
Q3 		$8.17M Sell
64,293
-902
-1% -$121K 0.34% 23
2023
Q2 		$8.5M Buy
65,195
+974
+2% +$111K 0.34% 24
2023
Q1 		$6.63M Buy
64,221
+18,715
+41% +$1.81M 0.28% 27
2022
Q4 		$3.82M Buy
+45,506
New +$4.5M 0.18% 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 $3.38T AUM 44.17% 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

Cassaday & Co Wealth Management's AMZN Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Amazon (AMZN) stake by 0.23% in Q2 2026, buying an estimated $46.2K and bringing the position to 79,463 shares worth $18.9M. The position accounts for 0.36% of the portfolio, ranked #26.

Cassaday & Co Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,167 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cassaday & Co Wealth Management held 79,463 shares of Amazon worth $18.9M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 184 Amazon shares in Q2 2026, an estimated $46.2K.
  • Amazon made up 0.36% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Cassaday & Co Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,167 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.