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Core Wealth Advisors (Florida)’s Amazon AMZN Stock Holding History

Core Wealth Advisors (Florida)’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 		$2.54M Buy
10,653
+598
+6% +$150K 0.51% 23
2026
Q1 		$2.09M Sell
10,055
-170
-2% -$37.4K 0.5% 23
2025
Q4 		$2.36M Buy
10,225
+260
+3% +$59.5K 0.61% 17
2025
Q3 		$2.19M Sell
9,965
-273
-3% -$61.8K 0.57% 18
2025
Q2 		$2.25M Sell
10,238
-1,068
-9% -$211K 0.65% 17
2025
Q1 		$2.15M Sell
11,306
-291
-3% -$63.1K 0.68% 18
2024
Q4 		$2.54M Buy
11,597
+649
+6% +$133K 0.84% 18
2024
Q3 		$2.04M Sell
10,948
-133
-1% -$24.3K 0.65% 20
2024
Q2 		$2.14M Buy
11,081
+8,374
+309% +$1.54M 0.73% 22
2024
Q1 		$488K Sell
2,707
-61
-2% -$10.2K 0.17% 37
2023
Q4 		$421K Buy
2,768
+1,174
+74% +$165K 0.15% 37
2023
Q3 		$203K Hold
1,594
– – 0.08% 45
2023
Q2 		$208K Hold
1,594
– – 0.08% 46
2023
Q1 		$165K Sell
1,594
-40
-2% -$3.87K 0.07% 51
2022
Q4 		$137K Sell
1,634
-140
-8% -$13.8K 0.06% 50
2022
Q3 		$200K Buy
1,774
+424
+31% +$53.6K 0.12% 35
2022
Q2 		$143K Sell
1,350
-550
-29% -$68.8K 0.09% 42
2022
Q1 		$310K Buy
1,900
+260
+16% +$40.2K 0.17% 33
2021
Q4 		$273K Buy
1,640
+120
+8% +$20.5K 0.16% 33
2021
Q3 		$250K Hold
1,520
– – 0.17% 37
2021
Q2 		$261K Sell
1,520
-2,460
-62% -$409K 0.17% 32
2021
Q1 		$616K Buy
3,980
+520
+15% +$82.4K 0.54% 19
2020
Q4 		$563K Buy
3,460
+60
+2% +$9.57K 0.5% 22
2020
Q3 		$535K Sell
3,400
-740
-18% -$117K 0.5% 23
2020
Q2 		$571K Buy
4,140
+1,200
+41% +$145K 0.5% 23
2020
Q1 		$287K Buy
2,940
+2,740
+1,370% +$265K 0.22% 26
2019
Q4 		$18K Buy
+200
New +$17.7K 0.01% 77

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

Core Wealth Advisors (Florida)'s AMZN Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Amazon (AMZN) stake by 5.9% in Q2 2026, buying an estimated $150K and bringing the position to 10,653 shares worth $2.54M. The position accounts for 0.51% of the portfolio, ranked #23.

Core Wealth Advisors (Florida) first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Core Wealth Advisors (Florida) held 10,653 shares of Amazon worth $2.54M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 598 Amazon shares in Q2 2026, an estimated $150K.
  • Amazon made up 0.51% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #23 holding.
  • Core Wealth Advisors (Florida) first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Core Wealth Advisors (Florida)'s Amazon position peaked at $2.54M in Q4 2024.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.