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Delap Wealth Advisory’s Amazon AMZN Stock Holding History

Delap 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 		$1.22M Sell
5,122
-596
-10% -$150K 0.41% 37
2026
Q1 		$1.19M Sell
5,718
-1,203
-17% -$265K 0.45% 36
2025
Q4 		$1.6M Buy
6,921
+1,003
+17% +$229K 0.62% 32
2025
Q3 		$1.31M Buy
5,918
+2,140
+57% +$484K 0.55% 33
2025
Q2 		$829K Sell
3,778
-2,085
-36% -$413K 0.4% 34
2025
Q1 		$1.12M Sell
5,863
-403
-6% -$87.5K 0.62% 30
2024
Q4 		$1.37M Buy
6,266
+250
+4% +$51.1K 0.82% 29
2024
Q3 		$1.12M Sell
6,016
-1,273
-17% -$232K 0.71% 27
2024
Q2 		$1.41M Sell
7,289
-17,077
-70% -$3.14M 0.65% 24
2024
Q1 		$4.4M Buy
24,366
+17,792
+271% +$2.97M 1.78% 14
2023
Q4 		$999K Buy
6,574
+964
+17% +$135K 0.45% 32
2023
Q3 		$713K Buy
5,610
+105
+2% +$14.1K 0.69% 27
2023
Q2 		$718K Sell
5,505
-55
-1% -$6.28K 0.7% 23
2023
Q1 		$574K Sell
5,560
-2,234
-29% -$216K 0.59% 29
2022
Q4 		$655K Buy
+7,794
New +$770K 0.68% 26

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

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

Delap Wealth Advisory reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $150K and leaving 5,122 shares worth $1.22M. The position accounts for 0.41% of the portfolio, ranked #37.

Delap Wealth Advisory first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.4M in Q1 2024. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Delap Wealth Advisory held 5,122 shares of Amazon worth $1.22M as of Q2 2026.
  • Delap Wealth Advisory sold 596 Amazon shares in Q2 2026, an estimated $150K.
  • Amazon made up 0.41% of Delap Wealth Advisory's portfolio in Q2 2026, its #37 holding.
  • Delap Wealth Advisory first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Delap Wealth Advisory's Amazon position peaked at $4.4M in Q1 2024.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.