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	-$249M	–	69
2022 Q3	$249M	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 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

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. The position peaked at $249M in Q3 2022. 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.
CM Wealth Advisors's Amazon position peaked at $249M in Q3 2022.
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.