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Clear Point Advisors’s Amazon AMZN Stock Holding History

Clear Point 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 		$1.09M Sell
4,576
-295
-6% -$74K 0.97% 31
2026
Q1 		$1.01M Buy
4,871
+92
+2% +$20.3K 0.79% 25
2025
Q4 		$1.1M Sell
4,779
-188
-4% -$43K 0.86% 28
2025
Q3 		$1.09M Buy
4,967
+102
+2% +$23.1K 0.85% 30
2025
Q2 		$1.07M Buy
4,865
+210
+5% +$41.6K 0.9% 29
2025
Q1 		$886K Sell
4,655
-589
-11% -$128K 0.8% 37
2024
Q4 		$1.15M Sell
5,244
-107
-2% -$21.9K 0.98% 27
2024
Q3 		$997K Buy
5,351
+175
+3% +$31.9K 0.77% 33
2024
Q2 		$1M Buy
5,176
+160
+3% +$29.4K 0.82% 31
2024
Q1 		$905K Sell
5,016
-270
-5% -$45.1K 0.74% 35
2023
Q4 		$803K Buy
+5,286
New +$741K 0.71% 35

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

Clear Point Advisors's AMZN Position: Q2 2026 in Review

Clear Point Advisors reduced its Amazon (AMZN) stake by 6.1% in Q2 2026, selling an estimated $74K and leaving 4,576 shares worth $1.09M. The position accounts for 0.97% of the portfolio, ranked #31.

Clear Point Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2024. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Clear Point Advisors held 4,576 shares of Amazon worth $1.09M as of Q2 2026.
  • Clear Point Advisors sold 295 Amazon shares in Q2 2026, an estimated $74K.
  • Amazon made up 0.97% of Clear Point Advisors's portfolio in Q2 2026, its #31 holding.
  • Clear Point Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Clear Point Advisors's Amazon position peaked at $1.15M in Q4 2024.
  • 6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.