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Cerro Pacific Wealth Advisors’s Amazon AMZN Stock Holding History

Cerro Pacific 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 		$3.53M Sell
14,804
-405
-3% -$102K 0.8% 33
2026
Q1 		$3.17M Sell
15,209
-202
-1% -$44.5K 0.83% 27
2025
Q4 		$3.56M Sell
15,411
-5
-0% -$1.14K 0.96% 28
2025
Q3 		$3.38M Buy
15,416
+549
+4% +$124K 0.93% 29
2025
Q2 		$3.26M Buy
14,867
+1,160
+8% +$230K 0.91% 28
2025
Q1 		$3.01M Sell
13,707
-1,292
-9% -$280K 0.98% 28
2024
Q4 		$2.79M Sell
14,999
-71
-0.5% -$14.5K 0.92% 32
2024
Q3 		$2.91M Hold
15,070
– – 1.1% 24
2024
Q2 		$2.91M Buy
+15,070
New +$2.77M 1.11% 24
2023
Q1 		$1.49M Buy
14,465
+320
+2% +$30.9K 0.83% 32
2022
Q4 		$1.19M Sell
14,145
-1,102
-7% -$109K 0.63% 41
2022
Q3 		$1.72M Buy
15,247
+569
+4% +$71.9K 1.05% 20
2022
Q2 		$1.56M Buy
14,678
+18
+0.1% +$2.25K 0.97% 24
2022
Q1 		$2.39M Buy
14,660
+180
+1% +$27.8K 1.46% 15
2021
Q4 		$2.41M Buy
14,480
+220
+2% +$37.7K 1.53% 13
2021
Q3 		$2.34M Sell
14,260
-60
-0.4% -$10.3K 1.69% 13
2021
Q2 		$2.46M Buy
+14,320
New +$2.38M 1.83% 9
2020
Q4 		$3.71M Buy
+22,760
New +$3.63M 2.21% 8

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

Cerro Pacific Wealth Advisors's AMZN Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Amazon (AMZN) stake by 2.7% in Q2 2026, selling an estimated $102K and leaving 14,804 shares worth $3.53M. The position accounts for 0.8% of the portfolio, ranked #33.

Cerro Pacific Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.71M in Q4 2020. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 14,804 shares of Amazon worth $3.53M as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 405 Amazon shares in Q2 2026, an estimated $102K.
  • Amazon made up 0.8% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Amazon position peaked at $3.71M in Q4 2020.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.