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Cauble & Harre Wealth Management’s Amazon AMZN Stock Holding History

Cauble & Harre 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 		$245K Hold
1,028
– – 0.2% 69
2026
Q1 		$273K Hold
1,028
– – 0.22% 65
2025
Q4 		$237K Buy
+1,028
New +$235K 0.2% 65

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

Cauble & Harre Wealth Management's AMZN Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 1,028 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #69.

Cauble & Harre Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cauble & Harre Wealth Management held 1,028 shares of Amazon worth $245K as of Q2 2026.
  • Cauble & Harre Wealth Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.2% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Cauble & Harre Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Amazon position peaked at $273K in Q1 2026.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.