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Clay Northam Wealth Management’s Amazon AMZN Stock Holding History

Clay Northam 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 		$12.6M Buy
52,844
+116
+0.2% +$29.1K 6.2% 5
2026
Q1 		$11M Buy
52,728
+342
+0.7% +$75.3K 6.17% 5
2025
Q4 		$12.1M Sell
52,386
-899
-2% -$206K 6.72% 4
2025
Q3 		$11.7M Buy
53,285
+543
+1% +$123K 6.68% 4
2025
Q2 		$11.6M Sell
52,742
-512
-1% -$101K 7.4% 3
2025
Q1 		$10.1M Sell
53,254
-314
-0.6% -$68.1K 7.09% 5
2024
Q4 		$11.8M Buy
53,568
+249
+0.5% +$50.9K 7.59% 4
2024
Q3 		$9.93M Buy
53,319
+23
+0% +$4.2K 6.84% 5
2024
Q2 		$10.3M Sell
53,296
-5
-0% -$919 7.81% 5
2024
Q1 		$9.61M Buy
53,301
+300
+0.6% +$50.1K 7.74% 5
2023
Q4 		$8.05M Sell
53,001
-135
-0.3% -$18.9K 7.17% 5
2023
Q3 		$6.75M Sell
53,136
-58
-0.1% -$7.77K 6.7% 5
2023
Q2 		$6.93M Buy
53,194
+627
+1% +$71.6K 6.6% 5
2023
Q1 		$5.43M Sell
52,567
-80
-0.2% -$7.73K 5.59% 6
2022
Q4 		$4.42M Sell
52,647
-59
-0.1% -$5.83K 5.09% 6
2022
Q3 		$5.96M Sell
52,706
-100
-0.2% -$12.6K 7.43% 4
2022
Q2 		$5.61M Buy
52,806
+566
+1% +$70.8K 6.99% 4
2022
Q1 		$8.52M Sell
52,240
-380
-0.7% -$58.7K 8.62% 3
2021
Q4 		$8.77M Buy
+52,620
New +$9.01M 8.26% 3

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

Clay Northam Wealth Management's AMZN Position: Q2 2026 in Review

Clay Northam Wealth Management increased its Amazon (AMZN) stake by 0.22% in Q2 2026, buying an estimated $29.1K and bringing the position to 52,844 shares worth $12.6M. The position accounts for 6.2% of the portfolio, ranked #5.

Clay Northam Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Clay Northam Wealth Management held 52,844 shares of Amazon worth $12.6M as of Q2 2026.
  • Clay Northam Wealth Management bought 116 Amazon shares in Q2 2026, an estimated $29.1K.
  • Amazon made up 6.2% of Clay Northam Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Clay Northam Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.