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Cherrydale Wealth Management’s Amazon AMZN Stock Holding History

Cherrydale 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 		$2.35M Buy
9,846
+756
+8% +$190K 0.61% 20
2026
Q1 		$1.89M Sell
9,090
-64
-0.7% -$14.1K 0.58% 22
2025
Q4 		$2.11M Sell
9,154
-2,754
-23% -$630K 0.64% 20
2025
Q3 		$2.61M Buy
11,908
+600
+5% +$136K 0.82% 17
2025
Q2 		$2.48M Buy
11,308
+514
+5% +$102K 0.86% 17
2025
Q1 		$2.05M Buy
10,794
+2,343
+28% +$508K 0.81% 16
2024
Q4 		$1.85M Buy
8,451
+959
+13% +$196K 0.72% 15
2024
Q3 		$1.4M Buy
7,492
+55
+0.7% +$10K 0.57% 19
2024
Q2 		$1.44M Buy
7,437
+1,110
+18% +$204K 0.63% 17
2024
Q1 		$1.14M Buy
6,327
+1,067
+20% +$178K 0.53% 22
2023
Q4 		$799K Buy
5,260
+675
+15% +$94.6K 0.42% 27
2023
Q3 		$583K Buy
4,585
+177
+4% +$23.7K 0.35% 30
2023
Q2 		$575K Buy
4,408
+367
+9% +$41.9K 0.4% 23
2023
Q1 		$417K Buy
4,041
+943
+30% +$91.1K 0.32% 23
2022
Q4 		$260K Sell
3,098
-65
-2% -$6.42K 0.22% 30
2022
Q3 		$357K Buy
3,163
+152
+5% +$19.2K 0.33% 23
2022
Q2 		$319K Sell
3,011
-4,429
-60% -$554K 0.29% 21
2022
Q1 		$1.21M Buy
7,440
+4,540
+157% +$701K 0.89% 14
2021
Q4 		$483K Buy
+2,900
New +$496K 0.36% 25

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

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

Cherrydale Wealth Management increased its Amazon (AMZN) stake by 8.3% in Q2 2026, buying an estimated $190K and bringing the position to 9,846 shares worth $2.35M. The position accounts for 0.61% of the portfolio, ranked #20.

Cherrydale Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q3 2025. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cherrydale Wealth Management held 9,846 shares of Amazon worth $2.35M as of Q2 2026.
  • Cherrydale Wealth Management bought 756 Amazon shares in Q2 2026, an estimated $190K.
  • Amazon made up 0.61% of Cherrydale Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Cherrydale Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Amazon position peaked at $2.61M in Q3 2025.
  • 6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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