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Congress Wealth Management’s Amazon AMZN Stock Holding History

Congress 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
2025
Q2 		$19.4M Sell
88,614
-268,865
-75% -$53.2M 0.19% 131
2025
Q1 		$68.3M Buy
357,479
+94,030
+36% +$20.4M 0.82% 16
2024
Q4 		$57.8M Sell
263,449
-13,134
-5% -$2.69M 0.79% 20
2024
Q3 		$51.5M Buy
276,583
+50,698
+22% +$9.25M 0.69% 21
2024
Q2 		$43.7M Buy
225,885
+44,324
+24% +$8.14M 0.69% 27
2024
Q1 		$32.8M Sell
181,561
-8,422
-4% -$1.41M 0.57% 37
2023
Q4 		$28.9M Buy
189,983
+29,863
+19% +$4.19M 0.53% 40
2023
Q3 		$20.4M Buy
160,120
+13,622
+9% +$1.83M 0.42% 52
2023
Q2 		$19.1M Buy
146,498
+3,329
+2% +$380K 0.44% 49
2023
Q1 		$14.8M Buy
143,169
+4,070
+3% +$393K 0.36% 61
2022
Q4 		$11.7M Buy
139,099
+3,157
+2% +$312K 0.3% 93
2022
Q3 		$15.4M Buy
135,942
+1,496
+1% +$189K 0.41% 54
2022
Q2 		$14.3M Buy
134,446
+186
+0.1% +$23.3K 0.36% 60
2022
Q1 		$21.9M Sell
134,260
-6,280
-4% -$970K 0.48% 51
2021
Q4 		$23.4M Buy
+140,540
New +$24.1M 0.47% 53

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's AMZN Position: Q2 2025 in Review

Congress Wealth Management reduced its Amazon (AMZN) stake by 75% in Q2 2025, selling an estimated $53.2M and leaving 88,614 shares worth $19.4M. The position accounts for 0.19% of the portfolio, ranked #131.

Congress Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 15 quarters since. The position peaked at $68.3M in Q1 2025. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Congress Wealth Management held 88,614 shares of Amazon worth $19.4M as of Q2 2025.
  • Congress Wealth Management sold 268,865 Amazon shares in Q2 2025, an estimated $53.2M.
  • Amazon made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #131 holding.
  • Congress Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Amazon position peaked at $68.3M in Q1 2025.
  • 5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.