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Defined Wealth Management’s Amazon AMZN Stock Holding History

Defined 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 		$1.22M Buy
5,116
+323
+7% +$81.1K 0.63% 46
2026
Q1 		$998K Buy
4,793
+309
+7% +$68K 0.58% 47
2025
Q4 		$1.03M Sell
4,484
-368
-8% -$84.2K 0.6% 45
2025
Q3 		$1.07M Buy
4,852
+1,034
+27% +$234K 0.62% 46
2025
Q2 		$838K Buy
3,818
+154
+4% +$30.5K 0.52% 50
2025
Q1 		$697K Buy
3,664
+611
+20% +$133K 0.47% 54
2024
Q4 		$670K Buy
3,053
+183
+6% +$37.4K 0.44% 51
2024
Q3 		$535K Buy
2,870
+286
+11% +$52.2K 0.35% 63
2024
Q2 		$499K Buy
2,584
+172
+7% +$31.6K 0.35% 64
2024
Q1 		$435K Buy
2,412
+30
+1% +$5.01K 0.31% 74
2023
Q4 		$362K Buy
2,382
+76
+3% +$10.7K 0.28% 83
2023
Q3 		$293K Buy
2,306
+289
+14% +$38.7K 0.25% 89
2023
Q2 		$263K Buy
2,017
+37
+2% +$4.22K 0.22% 91
2023
Q1 		$205K Buy
+1,980
New +$191K 0.19% 96
2022
Q4 		– Sell
-2,000
Closed -$226K – 104
2022
Q3 		$226K Hold
2,000
– – 0.25% 83
2022
Q2 		$212K Sell
2,000
-60
-3% -$7.51K 0.22% 89
2022
Q1 		$336K Hold
2,060
– – 0.3% 77
2021
Q4 		$343K Hold
2,060
– – 0.28% 72
2021
Q3 		$338K Buy
2,060
+60
+3% +$10.3K 0.3% 70
2021
Q2 		$344K Hold
2,000
– – 0.31% 71
2021
Q1 		$309K Hold
2,000
– – 0.29% 71
2020
Q4 		$326K Buy
+2,000
New +$319K 0.32% 65

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

Defined Wealth Management's AMZN Position: Q2 2026 in Review

Defined Wealth Management increased its Amazon (AMZN) stake by 6.7% in Q2 2026, buying an estimated $81.1K and bringing the position to 5,116 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #46.

Defined Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Defined Wealth Management held 5,116 shares of Amazon worth $1.22M as of Q2 2026.
  • Defined Wealth Management bought 323 Amazon shares in Q2 2026, an estimated $81.1K.
  • Amazon made up 0.63% of Defined Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Defined Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.