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Dynasty Wealth Management’s Amazon AMZN Stock Holding History

Dynasty 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 		$13.9M Sell
58,511
-3,037
-5% -$762K 0.1% 63
2026
Q1 		$12.8M Sell
61,548
-2,585
-4% -$569K 0.11% 61
2025
Q4 		$14.8M Buy
64,133
+5,269
+9% +$1.21M 0.15% 60
2025
Q3 		$12.9M Buy
58,864
+22,901
+64% +$5.18M 0.17% 53
2025
Q2 		$7.89M Sell
35,963
-25,548
-42% -$5.06M 0.13% 48
2025
Q1 		$11.7M Buy
61,511
+19,571
+47% +$4.25M 0.2% 44
2024
Q4 		$9.2M Sell
41,940
-27,545
-40% -$5.64M 0.16% 47
2024
Q3 		$12.9M Sell
69,485
-17,518
-20% -$3.2M 0.39% 28
2024
Q2 		$16.8M Buy
87,003
+2,554
+3% +$469K 0.5% 31
2024
Q1 		$15.2M Buy
+84,449
New +$14.1M 0.49% 30
2018
Q4 		– Sell
-28,320
Closed -$2.84M – 9
2018
Q3 		$2.84M Buy
28,320
+11,040
+64% +$1.04M 3.65% 6
2018
Q2 		$1.47M Sell
17,280
-3,120
-15% -$248K 3.04% 8
2018
Q1 		$1.48M Buy
20,400
+12,640
+163% +$904K 0.62% 7
2017
Q4 		$454K Buy
+7,760
New +$427K 0.78% 35

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

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

Dynasty Wealth Management reduced its Amazon (AMZN) stake by 4.9% in Q2 2026, selling an estimated $762K and leaving 58,511 shares worth $13.9M. The position accounts for 0.1% of the portfolio, ranked #63.

Dynasty Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 14 quarters since. The position peaked at $16.8M in Q2 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Dynasty Wealth Management held 58,511 shares of Amazon worth $13.9M as of Q2 2026.
  • Dynasty Wealth Management sold 3,037 Amazon shares in Q2 2026, an estimated $762K.
  • Amazon made up 0.1% of Dynasty Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Dynasty Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 14 quarters since.
  • Dynasty Wealth Management's Amazon position peaked at $16.8M in Q2 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.