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Dopkins Wealth Management’s Amazon AMZN Stock Holding History

Dopkins 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 		$1.26M Sell
5,296
-252
-5% -$63.3K 0.46% 38
2026
Q1 		$1.16M Buy
5,548
+3,363
+154% +$740K 0.46% 38
2025
Q4 		$504K Buy
2,185
+9
+0.4% +$2.06K 0.21% 52
2025
Q3 		$478K Sell
2,176
-34
-2% -$7.7K 0.2% 53
2025
Q2 		$485K Buy
2,210
+100
+5% +$19.8K 0.22% 53
2025
Q1 		$401K Hold
2,110
– – 0.2% 56
2024
Q4 		$463K Buy
2,110
+110
+6% +$22.5K 0.24% 57
2024
Q3 		$373K Sell
2,000
-110
-5% -$20.1K 0.3% 35
2024
Q2 		$408K Hold
2,110
– – 0.25% 50
2024
Q1 		$381K Buy
2,110
+60
+3% +$10K 0.23% 52
2023
Q4 		$311K Sell
2,050
-60
-3% -$8.41K 0.24% 38
2023
Q3 		$268K Buy
2,110
+60
+3% +$8.04K 0.2% 45
2023
Q2 		$267K Hold
2,050
– – 0.24% 34
2023
Q1 		$212K Sell
2,050
-500
-20% -$48.3K 0.2% 37
2022
Q4 		$214K Buy
2,550
+500
+24% +$49.4K 0.19% 38
2022
Q3 		$232K Buy
2,050
+50
+3% +$6.32K 0.26% 36
2022
Q2 		$212K Hold
2,000
– – 0.23% 35
2022
Q1 		$326K Hold
2,000
– – 0.35% 30
2021
Q4 		$333K Buy
+2,000
New +$342K 0.33% 29

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

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

Dopkins Wealth Management reduced its Amazon (AMZN) stake by 4.5% in Q2 2026, selling an estimated $63.3K and leaving 5,296 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #38.

Dopkins Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Dopkins Wealth Management held 5,296 shares of Amazon worth $1.26M as of Q2 2026.
  • Dopkins Wealth Management sold 252 Amazon shares in Q2 2026, an estimated $63.3K.
  • Amazon made up 0.46% of Dopkins Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Dopkins Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.