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Centerpoint Advisory Group’s Amazon AMZN Stock Holding History

Centerpoint Advisory Group’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 		$2.62M Sell
11,013
-214
-2% -$53.7K 1.66% 20
2026
Q1 		$2.34M Sell
11,227
-20
-0.2% -$4.4K 1.76% 19
2025
Q4 		$2.6M Buy
11,247
+84
+0.8% +$19.2K 2% 17
2025
Q3 		$2.45M Buy
11,163
+79
+0.7% +$17.9K 1.91% 17
2025
Q2 		$2.43M Buy
11,084
+500
+5% +$98.9K 2.11% 15
2025
Q1 		$2.01M Buy
10,584
+201
+2% +$43.6K 1.98% 18
2024
Q4 		$2.28M Buy
+10,383
New +$2.12M 2.2% 14

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

Centerpoint Advisory Group's AMZN Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $53.7K and leaving 11,013 shares worth $2.62M. The position accounts for 1.66% of the portfolio, ranked #20.

Centerpoint Advisory Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Centerpoint Advisory Group held 11,013 shares of Amazon worth $2.62M as of Q2 2026.
  • Centerpoint Advisory Group sold 214 Amazon shares in Q2 2026, an estimated $53.7K.
  • Amazon made up 1.66% of Centerpoint Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Centerpoint Advisory Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.