Dougherty & Associates’s Amazon AMZN Stock Holding History

Dougherty & Associates’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	$4.01M	Buy	16,815 +176	+1%	+$44.2K	3.21%	9
2026 Q1	$3.47M	Buy	16,639 +1,430	+9%	+$315K	3.18%	8
2025 Q4	$3.51M	Buy	+15,209	New	+$3.48M	3.14%	8

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

Dougherty & Associates's AMZN Position: Q2 2026 in Review

Dougherty & Associates increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $44.2K and bringing the position to 16,815 shares worth $4.01M. The position accounts for 3.21% of the portfolio, ranked #9.

Dougherty & Associates first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Dougherty & Associates held 16,815 shares of Amazon worth $4.01M as of Q2 2026.
Dougherty & Associates bought 176 Amazon shares in Q2 2026, an estimated $44.2K.
Amazon made up 3.21% of Dougherty & Associates's portfolio in Q2 2026, its #9 holding.
Dougherty & Associates first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.