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Diversify Wealth Management’s Amazon AMZN Stock Holding History

Diversify 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 		$79.5M Buy
343,596
+4,633
+1% +$1.16M 1.33% 10
2026
Q1 		$89.2M Buy
338,963
+226,252
+201% +$49.8M 1.59% 6
2025
Q4 		$27.3M Buy
112,711
+3,747
+3% +$857K 1.28% 8
2025
Q3 		$27.7M Buy
108,964
+1,100
+1% +$249K 1.6% 8
2025
Q2 		$23.9M Buy
107,864
+4,748
+5% +$940K 1.48% 9
2025
Q1 		$19.3M Buy
103,116
+4,597
+5% +$998K 1.44% 8
2024
Q4 		$21.6M Buy
98,519
+22,853
+30% +$4.68M 1.68% 7
2024
Q3 		$14M Buy
75,666
+5,361
+8% +$978K 1.35% 14
2024
Q2 		$11.3M Buy
+70,305
New +$12.9M 1.41% 11

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

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

Diversify Wealth Management increased its Amazon (AMZN) stake by 1.4% in Q2 2026, buying an estimated $1.16M and bringing the position to 343,596 shares worth $79.5M. The position accounts for 1.33% of the portfolio, ranked #10.

Diversify Wealth Management first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $89.2M in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Diversify Wealth Management held 343,596 shares of Amazon worth $79.5M as of Q2 2026.
  • Diversify Wealth Management bought 4,633 Amazon shares in Q2 2026, an estimated $1.16M.
  • Amazon made up 1.33% of Diversify Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Diversify Wealth Management first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Amazon position peaked at $89.2M in Q1 2026.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.