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Elwood & Goetz Wealth Advisory Group’s Amazon AMZN Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$2.78M Buy
11,658
+1,103
+10% +$277K 0.41% 29
2026
Q1 		$2.2M Buy
10,555
+1,013
+11% +$223K 0.37% 29
2025
Q4 		$2.2M Buy
9,542
+894
+10% +$205K 0.39% 29
2025
Q3 		$1.9M Buy
8,648
+1,733
+25% +$392K 0.36% 28
2025
Q2 		$1.52M Buy
6,915
+857
+14% +$170K 0.33% 29
2025
Q1 		$1.15M Sell
6,058
-1,181
-16% -$256K 0.28% 29
2024
Q4 		$1.59M Buy
7,239
+3
+0% +$614 0.39% 24
2024
Q3 		$1.35M Buy
7,236
+2,969
+70% +$542K 0.33% 26
2024
Q2 		$825K Buy
4,267
+60
+1% +$11K 0.23% 30
2024
Q1 		$759K Sell
4,207
-271
-6% -$45.2K 0.18% 39
2023
Q4 		$680K Buy
4,478
+413
+10% +$57.9K 0.14% 41
2023
Q3 		$517K Buy
4,065
+1,159
+40% +$155K 0.12% 43
2023
Q2 		$379K Hold
2,906
– – 0.09% 48
2023
Q1 		$300K Buy
2,906
+200
+7% +$19.3K 0.07% 52
2022
Q4 		$227K Sell
2,706
-24
-0.9% -$2.37K 0.07% 60
2022
Q3 		$309K Buy
+2,730
New +$345K 0.1% 51

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

Elwood & Goetz Wealth Advisory Group's AMZN Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Amazon (AMZN) stake by 10% in Q2 2026, buying an estimated $277K and bringing the position to 11,658 shares worth $2.78M. The position accounts for 0.41% of the portfolio, ranked #29.

Elwood & Goetz Wealth Advisory Group first reported a position in AMZN in Q3 2022 and has held it in 16 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 11,658 shares of Amazon worth $2.78M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 1,103 Amazon shares in Q2 2026, an estimated $277K.
  • Amazon made up 0.41% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Amazon in Q3 2022 and has held it in 16 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.