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Comprehensive Wealth Management’s Amazon AMZN Stock Holding History

Comprehensive 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 		$379K Buy
+1,589
New +$399K 0.17% 43
2024
Q3 		– Sell
-1,560
Closed -$301K – 32
2024
Q2 		$301K Buy
+1,560
New +$287K 0.22% 30
2022
Q2 		– Sell
-1,260
Closed -$205K – 32
2022
Q1 		$205K Buy
+1,260
New +$195K 0.21% 32

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

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

Comprehensive Wealth Management opened a new position in Amazon (AMZN) in Q2 2026: 1,589 shares worth $379K. The stake represents 0.17% of the portfolio and ranks #43 among its holdings. This is a return to the name: Comprehensive Wealth Management previously reported a position in AMZN as recently as Q2 2024.

Comprehensive Wealth Management first reported a position in AMZN in Q1 2022 and has held it in 3 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Comprehensive Wealth Management held 1,589 shares of Amazon worth $379K as of Q2 2026.
  • Amazon was a new Comprehensive Wealth Management position in Q2 2026.
  • Amazon made up 0.17% of Comprehensive Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Comprehensive Wealth Management first reported a position in Amazon in Q1 2022 and has held it in 3 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.