ClientFirst Wealth Management’s Amazon AMZN Stock Holding History

ClientFirst 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	$353K	Hold	1,480	–	–	0.29%	34
2026 Q1	$308K	Hold	1,480	–	–	0.26%	36
2025 Q4	$342K	Hold	1,480	–	–	0.27%	32
2025 Q3	$325K	Hold	1,480	–	–	0.26%	36
2025 Q2	$325K	Hold	1,480	–	–	0.33%	31
2025 Q1	$282K	Hold	1,480	–	–	0.32%	34
2024 Q4	$325K	Buy	+1,480	New	+$303K	0.33%	29
2023 Q3	$226K	Hold	1,620	–	–	0.28%	25
2023 Q2	$218K	Buy	+1,620	New	+$185K	0.26%	28

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ClientFirst Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 1,480 shares worth $353K. The position accounts for 0.29% of the portfolio, ranked #34.

ClientFirst Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 9 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ClientFirst Wealth Management held 1,480 shares of Amazon worth $353K as of Q2 2026.
ClientFirst Wealth Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.29% of ClientFirst Wealth Management's portfolio in Q2 2026, its #34 holding.
ClientFirst Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 9 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.