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Dynamic Wealth Strategies’s Amazon AMZN Stock Holding History

Dynamic Wealth Strategies’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 		$555K Sell
2,329
-128
-5% -$32.1K 0.3% 40
2026
Q1 		$512K Sell
2,457
-745
-23% -$164K 0.3% 42
2025
Q4 		$739K Buy
3,202
+372
+13% +$85.1K 0.44% 36
2025
Q3 		$621K Buy
2,830
+353
+14% +$79.9K 0.42% 36
2025
Q2 		$543K Sell
2,477
-321
-11% -$63.5K 0.39% 35
2025
Q1 		$532K Buy
2,798
+134
+5% +$29.1K 0.44% 35
2024
Q4 		$584K Buy
2,664
+61
+2% +$12.5K 0.52% 32
2024
Q3 		$485K Hold
2,603
– – 0.4% 33
2024
Q2 		$503K Sell
2,603
-3
-0.1% -$551 0.43% 33
2024
Q1 		$470K Buy
2,606
+145
+6% +$24.2K 0.4% 34
2023
Q4 		$374K Buy
+2,461
New +$345K 0.34% 34

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

Dynamic Wealth Strategies's AMZN Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Amazon (AMZN) stake by 5.2% in Q2 2026, selling an estimated $32.1K and leaving 2,329 shares worth $555K. The position accounts for 0.3% of the portfolio, ranked #40.

Dynamic Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $739K in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Dynamic Wealth Strategies held 2,329 shares of Amazon worth $555K as of Q2 2026.
  • Dynamic Wealth Strategies sold 128 Amazon shares in Q2 2026, an estimated $32.1K.
  • Amazon made up 0.3% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Dynamic Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Amazon position peaked at $739K in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.