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Core Wealth Management’s Amazon AMZN Stock Holding History

Core 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 		$869K Buy
3,644
+44
+1% +$11K 0.24% 14
2026
Q1 		$750K Sell
3,600
-21
-0.6% -$4.62K 0.23% 15
2025
Q4 		$836K Buy
3,621
+202
+6% +$46.2K 0.26% 14
2025
Q3 		$751K Buy
3,419
+82
+2% +$18.6K 0.24% 17
2025
Q2 		$732K Buy
3,337
+7
+0.2% +$1.39K 0.26% 14
2025
Q1 		$634K Hold
3,330
– – 0.24% 18
2024
Q4 		$731K Hold
3,330
– – 0.29% 13
2024
Q3 		$644K Hold
3,330
– – 0.26% 13
2024
Q2 		$644K Buy
3,330
+2,080
+166% +$382K 0.26% 13
2024
Q1 		$225K Buy
+1,250
New +$209K 0.1% 20

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 Management's AMZN Position: Q2 2026 in Review

Core Wealth Management increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $11K and bringing the position to 3,644 shares worth $869K. The position accounts for 0.24% of the portfolio, ranked #14.

Core Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Core Wealth Management held 3,644 shares of Amazon worth $869K as of Q2 2026.
  • Core Wealth Management bought 44 Amazon shares in Q2 2026, an estimated $11K.
  • Amazon made up 0.24% of Core Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Core Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.