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Castle Wealth Management’s Amazon AMZN Stock Holding History

Castle 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 		$3.12M Sell
13,093
-6
-0% -$1.51K 0.92% 36
2026
Q1 		$2.73M Sell
13,099
-787
-6% -$173K 0.88% 36
2025
Q4 		$3.21M Sell
13,886
-674
-5% -$154K 1.06% 30
2025
Q3 		$3.2M Sell
14,560
-724
-5% -$164K 1.08% 29
2025
Q2 		$3.35M Buy
15,284
+139
+0.9% +$27.5K 1.22% 25
2025
Q1 		$2.88M Buy
15,145
+632
+4% +$137K 1.13% 28
2024
Q4 		$3.18M Buy
14,513
+38
+0.3% +$7.77K 1.25% 26
2024
Q3 		$2.7M Buy
14,475
+2,092
+17% +$382K 1.08% 31
2024
Q2 		$2.39M Sell
12,383
-143
-1% -$26.3K 1.15% 31
2024
Q1 		$2.26M Sell
12,526
-822
-6% -$137K 1.18% 31
2023
Q4 		$2.03M Sell
13,348
-98
-0.7% -$13.7K 1.22% 28
2023
Q3 		$1.71M Buy
13,446
+737
+6% +$98.8K 1.22% 28
2023
Q2 		$1.66M Sell
12,709
-373
-3% -$42.6K 1.16% 28
2023
Q1 		$1.35M Sell
13,082
-55
-0.4% -$5.31K 1.05% 30
2022
Q4 		$1.1M Sell
13,137
-3,049
-19% -$301K 0.69% 34
2022
Q3 		$1.83M Buy
16,186
+1,365
+9% +$173K 1.11% 25
2022
Q2 		$1.57M Buy
+14,821
New +$1.85M 0.92% 27

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

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

Castle Wealth Management reduced its Amazon (AMZN) stake by 0.05% in Q2 2026, selling an estimated $1.51K and leaving 13,093 shares worth $3.12M. The position accounts for 0.92% of the portfolio, ranked #36.

Castle Wealth Management first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.35M in Q2 2025. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Castle Wealth Management held 13,093 shares of Amazon worth $3.12M as of Q2 2026.
  • Castle Wealth Management sold 6 Amazon shares in Q2 2026, an estimated $1.51K.
  • Amazon made up 0.92% of Castle Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Castle Wealth Management first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's Amazon position peaked at $3.35M in Q2 2025.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.