Dogwood Wealth Management’s Amazon AMZN Stock Holding History

Dogwood 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	$1.07M	Sell	4,496 -513	-10%	-$129K	0.42%	34
2026 Q1	$1.04M	Sell	5,009 -2,491	-33%	-$548K	0.45%	39
2025 Q4	$1.73M	Sell	7,500 -1,306	-15%	-$299K	0.76%	32
2025 Q3	$1.93M	Sell	8,806 -831	-9%	-$188K	0.88%	28
2025 Q2	$2.11M	Buy	9,637 +1,721	+22%	+$341K	1.03%	26
2025 Q1	$1.51M	Buy	7,916 +327	+4%	+$71K	0.79%	33
2024 Q4	$1.66M	Buy	7,589 +335	+5%	+$68.5K	0.88%	30
2024 Q3	$1.35M	Buy	7,254 +646	+10%	+$118K	0.78%	34
2024 Q2	$1.28M	Buy	6,608 +630	+11%	+$116K	0.79%	33
2024 Q1	$1.08M	Buy	5,978 +87	+1%	+$14.5K	0.73%	30
2023 Q4	$895K	Buy	+5,891	New	+$826K	0.7%	30

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dogwood Wealth Management reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $129K and leaving 4,496 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #34.

Dogwood Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q2 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Dogwood Wealth Management held 4,496 shares of Amazon worth $1.07M as of Q2 2026.
Dogwood Wealth Management sold 513 Amazon shares in Q2 2026, an estimated $129K.
Amazon made up 0.42% of Dogwood Wealth Management's portfolio in Q2 2026, its #34 holding.
Dogwood Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Amazon position peaked at $2.11M in Q2 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.