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Consilio Wealth Advisors’s Amazon AMZN Stock Holding History

Consilio 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 		$33.5M Buy
140,441
+26,776
+24% +$6.72M 8.02% 4
2026
Q1 		$23.7M Sell
113,665
-546
-0.5% -$120K 6.91% 4
2025
Q4 		$26.4M Buy
114,211
+16,737
+17% +$3.83M 7.71% 3
2025
Q3 		$21.4M Sell
97,474
-430
-0.4% -$97.3K 7.03% 4
2025
Q2 		$21.9M Buy
97,904
+1,113
+1% +$220K 7.8% 4
2025
Q1 		$18.5M Buy
96,791
+52,389
+118% +$11.4M 7.73% 4
2024
Q4 		$9.74M Sell
44,402
-5,403
-11% -$1.11M 3.98% 9
2024
Q3 		$9.28M Sell
49,805
-198
-0.4% -$36.1K 3.83% 9
2024
Q2 		$9.67M Buy
50,003
+108
+0.2% +$19.8K 4.34% 8
2024
Q1 		$9M Buy
49,895
+4,462
+10% +$745K 4.22% 8
2023
Q4 		$6.9M Sell
45,433
-550
-1% -$77.1K 3.5% 8
2023
Q3 		$5.75M Buy
45,983
+3,443
+8% +$461K 3.34% 10
2023
Q2 		$5.55M Buy
42,540
+10,824
+34% +$1.24M 3.05% 10
2023
Q1 		$3.27M Buy
31,716
+2,008
+7% +$194K 1.85% 16
2022
Q4 		$2.5M Sell
29,708
-306
-1% -$30.2K 1.59% 15
2022
Q3 		$3.39M Buy
30,014
+9,221
+44% +$1.17M 2.66% 12
2022
Q2 		$2.21M Buy
20,793
+14,773
+245% +$1.85M 1.79% 16
2022
Q1 		$980K Buy
6,020
+40
+0.7% +$6.18K 0.77% 20
2021
Q4 		$997K Buy
+5,980
New +$1.02M 0.77% 27

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

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

Consilio Wealth Advisors increased its Amazon (AMZN) stake by 24% in Q2 2026, buying an estimated $6.72M and bringing the position to 140,441 shares worth $33.5M. The position accounts for 8.02% of the portfolio, ranked #4.

Consilio Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Consilio Wealth Advisors held 140,441 shares of Amazon worth $33.5M as of Q2 2026.
  • Consilio Wealth Advisors bought 26,776 Amazon shares in Q2 2026, an estimated $6.72M.
  • Amazon made up 8.02% of Consilio Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Consilio Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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