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CM Wealth Advisors’s Amazon AMZN Stock Holding History

CM Wealth 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 		$3.15M Buy
13,223
+615
+5% +$154K 0.57% 19
2026
Q1 		$2.63M Sell
12,608
-266
-2% -$58.6K 0.56% 22
2025
Q4 		$2.97M Buy
12,874
+9,939
+339% +$2.27M 0.67% 19
2025
Q3 		$644K Sell
2,935
-2,601
-47% -$589K 0.17% 47
2025
Q2 		$1.21M Buy
5,536
+1,450
+35% +$287K 0.36% 26
2025
Q1 		$777K Hold
4,086
– – 0.25% 38
2024
Q4 		$896K Buy
4,086
+1,545
+61% +$316K 0.29% 30
2024
Q3 		$473K Hold
2,541
– – 0.15% 53
2024
Q2 		$491K Sell
2,541
-3,385
-57% -$622K 0.23% 41
2024
Q1 		$1.12M Buy
5,926
+3,826
+182% +$639K 0.32% 34
2023
Q4 		$319K Hold
2,100
– – 0.14% 59
2023
Q3 		$306K Sell
2,100
-3,315
-61% -$444K 0.12% 60
2023
Q2 		$716K Sell
5,415
-12,816
-70% -$1.46M 0.23% 45
2023
Q1 		$1.91M Buy
+18,231
New +$1.76M 0.37% 54
2022
Q4 		– Sell
-2,200
Closed -$249K – 69
2022
Q3 		$249K Buy
2,200
+140
+7% +$17.7K 0.14% 61
2022
Q2 		$219K Buy
+2,060
New +$258K 0.13% 65

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

CM Wealth Advisors's AMZN Position: Q2 2026 in Review

CM Wealth Advisors increased its Amazon (AMZN) stake by 4.9% in Q2 2026, buying an estimated $154K and bringing the position to 13,223 shares worth $3.15M. The position accounts for 0.57% of the portfolio, ranked #19.

CM Wealth Advisors first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CM Wealth Advisors held 13,223 shares of Amazon worth $3.15M as of Q2 2026.
  • CM Wealth Advisors bought 615 Amazon shares in Q2 2026, an estimated $154K.
  • Amazon made up 0.57% of CM Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • CM Wealth Advisors first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.