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DWM Financial Group’s Amazon AMZN Stock Holding History

DWM Financial Group’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 		$266K Buy
+1,151
New +$289K 0.24% 31
2020
Q4 		$231K Hold
1,420
– – 0.31% 17
2020
Q3 		$224K Sell
1,420
-1,000
-41% -$158K 0.35% 15
2020
Q2 		$334K Sell
2,420
-500
-17% -$60.4K 0.5% 17
2020
Q1 		$285K Buy
2,920
+620
+27% +$60K 0.63% 22
2019
Q4 		$213K Buy
+2,300
New +$204K 0.22% 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

DWM Financial Group's AMZN Position: Q2 2026 in Review

DWM Financial Group opened a new position in Amazon (AMZN) in Q2 2026: 1,151 shares worth $266K. The stake represents 0.24% of the portfolio and ranks #31 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in AMZN as recently as Q4 2020.

DWM Financial Group first reported a position in AMZN in Q4 2019 and has held it in 6 quarters since. The position peaked at $334K in Q2 2020. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • DWM Financial Group held 1,151 shares of Amazon worth $266K as of Q2 2026.
  • Amazon was a new DWM Financial Group position in Q2 2026.
  • Amazon made up 0.24% of DWM Financial Group's portfolio in Q2 2026, its #31 holding.
  • DWM Financial Group first reported a position in Amazon in Q4 2019 and has held it in 6 quarters since.
  • DWM Financial Group's Amazon position peaked at $334K in Q2 2020.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.