CWR
AMZN icon

Chico Wealth RIA’s Amazon AMZN Stock Holding History

Chico Wealth RIA’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 		$648K Buy
2,718
+279
+11% +$70K 0.34% 27
2026
Q1 		$508K Buy
2,439
+128
+6% +$28.2K 0.31% 26
2025
Q4 		$533K Buy
2,311
+418
+22% +$95.6K 0.35% 22
2025
Q3 		$416K Hold
1,893
– – 0.28% 25
2025
Q2 		$415K Sell
1,893
-58
-3% -$11.5K 0.33% 21
2025
Q1 		$371K Hold
1,951
– – 0.32% 20
2024
Q4 		$428K Sell
1,951
-296
-13% -$60.6K 0.37% 20
2024
Q3 		$419K Buy
2,247
+60
+3% +$10.9K 0.36% 21
2024
Q2 		$423K Buy
2,187
+59
+3% +$10.8K 0.39% 21
2024
Q1 		$384K Buy
2,128
+728
+52% +$122K 0.36% 21
2023
Q4 		$213K Buy
+1,400
New +$196K 0.22% 30
2023
Q1 		– Sell
-4,096
Closed -$344K – 24
2022
Q4 		$344K Buy
+4,096
New +$405K 0.38% 17
2022
Q3 		– Sell
-2,255
Closed -$240K – 23
2022
Q2 		$240K Buy
2,255
+815
+57% +$102K 0.2% 20
2022
Q1 		$235K Buy
+1,440
New +$223K 0.19% 21

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

Chico Wealth RIA's AMZN Position: Q2 2026 in Review

Chico Wealth RIA increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $70K and bringing the position to 2,718 shares worth $648K. The position accounts for 0.34% of the portfolio, ranked #27.

Chico Wealth RIA first reported a position in AMZN in Q1 2022 and has held it in 14 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Chico Wealth RIA held 2,718 shares of Amazon worth $648K as of Q2 2026.
  • Chico Wealth RIA bought 279 Amazon shares in Q2 2026, an estimated $70K.
  • Amazon made up 0.34% of Chico Wealth RIA's portfolio in Q2 2026, its #27 holding.
  • Chico Wealth RIA first reported a position in Amazon in Q1 2022 and has held it in 14 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.