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CJM Wealth Advisers’s Amazon AMZN Stock Holding History

CJM Wealth Advisers’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 		$1.98M Sell
8,298
-375
-4% -$94.1K 0.52% 20
2026
Q1 		$1.81M Buy
8,673
+2,193
+34% +$483K 0.55% 21
2025
Q4 		$1.5M Sell
6,480
-42
-0.6% -$9.61K 0.45% 24
2025
Q3 		$1.43M Buy
6,522
+42
+0.6% +$9.51K 0.44% 25
2025
Q2 		$1.42M Sell
6,480
-360
-5% -$71.2K 0.47% 23
2025
Q1 		$1.3M Sell
6,840
-89
-1% -$19.3K 0.46% 24
2024
Q4 		$1.52M Sell
6,929
-49
-0.7% -$10K 0.51% 19
2024
Q3 		$1.3M Hold
6,978
– – 0.45% 20
2024
Q2 		$1.38M Buy
6,978
+200
+3% +$36.7K 0.51% 20
2024
Q1 		$1.22M Buy
6,778
+276
+4% +$46.1K 0.46% 21
2023
Q4 		$988K Buy
6,502
+556
+9% +$77.9K 0.44% 23
2023
Q3 		$756K Hold
5,946
– – 0.37% 25
2023
Q2 		$775K Hold
5,946
– – 0.39% 24
2023
Q1 		$614K Hold
5,946
– – 0.35% 29
2022
Q4 		$499K Sell
5,946
-1,786
-23% -$176K 0.31% 30
2022
Q3 		$874K Buy
7,732
+331
+4% +$41.8K 0.62% 22
2022
Q2 		$786K Buy
7,401
+61
+0.8% +$7.63K 0.55% 23
2022
Q1 		$1.2M Buy
7,340
+700
+11% +$108K 0.82% 22
2021
Q4 		$1.11M Buy
+6,640
New +$1.14M 0.79% 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

CJM Wealth Advisers's AMZN Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Amazon (AMZN) stake by 4.3% in Q2 2026, selling an estimated $94.1K and leaving 8,298 shares worth $1.98M. The position accounts for 0.52% of the portfolio, ranked #20.

CJM Wealth Advisers first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CJM Wealth Advisers held 8,298 shares of Amazon worth $1.98M as of Q2 2026.
  • CJM Wealth Advisers sold 375 Amazon shares in Q2 2026, an estimated $94.1K.
  • Amazon made up 0.52% of CJM Wealth Advisers's portfolio in Q2 2026, its #20 holding.
  • CJM Wealth Advisers first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.