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Consilium Wealth Advisory’s Amazon AMZN Stock Holding History

Consilium Wealth Advisory’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 		$6.49M Sell
27,238
-108
-0.4% -$27.1K 1.93% 15
2026
Q1 		$5.7M Buy
27,346
+3,509
+15% +$773K 1.94% 14
2025
Q4 		$5.5M Buy
23,837
+472
+2% +$108K 2.03% 15
2025
Q3 		$5.13M Sell
23,365
-546
-2% -$124K 1.98% 13
2025
Q2 		$5.25M Sell
23,911
-1,048
-4% -$207K 2.21% 13
2025
Q1 		$4.75M Sell
24,959
-78
-0.3% -$16.9K 2.38% 13
2024
Q4 		$5.49M Sell
25,037
-429
-2% -$87.8K 2.62% 11
2024
Q3 		$4.75M Buy
25,466
+1,302
+5% +$238K 2.59% 9
2024
Q2 		$4.67M Buy
24,164
+2,047
+9% +$376K 2.55% 10
2024
Q1 		$3.99M Buy
22,117
+172
+0.8% +$28.7K 2.24% 14
2023
Q4 		$3.33M Buy
21,945
+1,267
+6% +$178K 2.01% 16
2023
Q3 		$2.63M Buy
20,678
+1,928
+10% +$258K 1.84% 16
2023
Q2 		$2.44M Buy
18,750
+4,779
+34% +$546K 1.69% 16
2023
Q1 		$1.44M Sell
13,971
-531
-4% -$51.3K 1.23% 17
2022
Q4 		$1.22M Sell
14,502
-3,795
-21% -$375K 1.04% 22
2022
Q3 		$2.07M Buy
18,297
+1,077
+6% +$136K 2.31% 12
2022
Q2 		$1.83M Sell
17,220
-1,460
-8% -$183K 1.97% 15
2022
Q1 		$3.04M Sell
18,680
-1,700
-8% -$263K 2.18% 12
2021
Q4 		$3.4M Buy
+20,380
New +$3.49M 2.2% 12

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

Consilium Wealth Advisory's AMZN Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Amazon (AMZN) stake by 0.39% in Q2 2026, selling an estimated $27.1K and leaving 27,238 shares worth $6.49M. The position accounts for 1.93% of the portfolio, ranked #15.

Consilium Wealth Advisory first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Consilium Wealth Advisory held 27,238 shares of Amazon worth $6.49M as of Q2 2026.
  • Consilium Wealth Advisory sold 108 Amazon shares in Q2 2026, an estimated $27.1K.
  • Amazon made up 1.93% of Consilium Wealth Advisory's portfolio in Q2 2026, its #15 holding.
  • Consilium Wealth Advisory first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.