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Elk River Wealth Management’s Amazon AMZN Stock Holding History

Elk River 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 		$18.6M Sell
78,201
-6,493
-8% -$1.63M 2.97% 10
2026
Q1 		$17.6M Sell
84,694
-648,756
-88% -$143M 2.93% 11
2025
Q4 		$16.9M Buy
733,450
+658,552
+879% +$151M 2.72% 11
2025
Q3 		$16.4M Sell
74,898
-534
-0.7% -$121K 2.64% 11
2025
Q2 		$16.5M Sell
75,432
-616
-0.8% -$122K 2.85% 11
2025
Q1 		$14.5M Sell
76,048
-138
-0.2% -$29.9K 2.71% 12
2024
Q4 		$16.7M Sell
76,186
-996
-1% -$204K 3.03% 11
2024
Q3 		$14.4M Buy
77,182
+558
+0.7% +$102K 2.62% 12
2024
Q2 		$14.8M Buy
76,624
+20
+0% +$3.67K 2.9% 11
2024
Q1 		$13.8M Sell
76,604
-5,781
-7% -$965K 2.81% 11
2023
Q4 		$12.5M Buy
82,385
+547
+0.7% +$76.7K 2.41% 11
2023
Q3 		$10.4M Buy
81,838
+1,345
+2% +$180K 2.3% 12
2023
Q2 		$10.5M Sell
80,493
-3,339
-4% -$381K 2.25% 11
2023
Q1 		$8.66M Buy
83,832
+4,654
+6% +$450K 1.97% 14
2022
Q4 		$6.65M Sell
79,178
-9,246
-10% -$913K 1.61% 19
2022
Q3 		$9.99M Buy
88,424
+5,684
+7% +$718K 2.64% 9
2022
Q2 		$8.79M Sell
82,740
-280
-0.3% -$35K 2.22% 11
2022
Q1 		$13.5M Buy
83,020
+4,000
+5% +$618K 2.96% 8
2021
Q4 		$13.2M Buy
79,020
+1,340
+2% +$229K 2.98% 8
2021
Q3 		$12.8M Buy
77,680
+2,620
+3% +$452K 3.23% 7
2021
Q2 		$12.9M Buy
75,060
+560
+0.8% +$93.1K 3.34% 7
2021
Q1 		$11.5M Buy
74,500
+2,260
+3% +$358K 3.28% 6
2020
Q4 		$11.8M Buy
+72,240
New +$11.5M 3.89% 6

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

Elk River Wealth Management's AMZN Position: Q2 2026 in Review

Elk River Wealth Management reduced its Amazon (AMZN) stake by 7.7% in Q2 2026, selling an estimated $1.63M and leaving 78,201 shares worth $18.6M. The position accounts for 2.97% of the portfolio, ranked #10.

Elk River Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Elk River Wealth Management held 78,201 shares of Amazon worth $18.6M as of Q2 2026.
  • Elk River Wealth Management sold 6,493 Amazon shares in Q2 2026, an estimated $1.63M.
  • Amazon made up 2.97% of Elk River Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Elk River Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.