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Encompass Wealth Advisors’s Amazon AMZN Stock Holding History

Encompass Wealth Advisors’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 		$3.5M Sell
14,667
-494
-3% -$124K 1.06% 20
2026
Q1 		$3.16M Sell
15,161
-151
-1% -$33.2K 1.1% 21
2025
Q4 		$3.53M Sell
15,312
-383
-2% -$87.6K 1.2% 17
2025
Q3 		$3.45M Sell
15,695
-53
-0.3% -$12K 1.17% 18
2025
Q2 		$3.45M Sell
15,748
-167
-1% -$33K 1.27% 17
2025
Q1 		$3.03M Sell
15,915
-26
-0.2% -$5.64K 1.23% 18
2024
Q4 		$3.5M Sell
15,941
-6,471
-29% -$1.32M 1.41% 16
2024
Q3 		$4.18M Sell
22,412
-264
-1% -$48.2K 1.04% 20
2024
Q2 		$4.38M Buy
22,676
+64
+0.3% +$11.8K 1.16% 17
2024
Q1 		$4.08M Hold
22,612
– – 1.08% 18
2023
Q4 		$3.44M Buy
22,612
+515
+2% +$72.2K 1.03% 19
2023
Q3 		$2.81M Buy
22,097
+1,355
+7% +$182K 0.93% 23
2023
Q2 		$2.7M Sell
20,742
-805
-4% -$91.9K 0.88% 24
2023
Q1 		$2.23M Buy
21,547
+308
+1% +$29.8K 0.76% 25
2022
Q4 		$1.78M Buy
21,239
+927
+5% +$91.6K 0.65% 31
2022
Q3 		$2.29M Sell
20,312
-518
-2% -$65.5K 0.87% 24
2022
Q2 		$2.21M Buy
20,830
+2,750
+15% +$344K 0.78% 26
2022
Q1 		$2.94M Hold
18,080
– – 0.74% 28
2021
Q4 		$3.01M Buy
18,080
+420
+2% +$71.9K 0.73% 29
2021
Q3 		$2.9M Sell
17,660
-2,720
-13% -$469K 0.76% 30
2021
Q2 		$3.51M Sell
20,380
-2,920
-13% -$485K 0.86% 26
2021
Q1 		$3.61M Buy
23,300
+8,260
+55% +$1.31M 0.92% 27
2020
Q4 		$2.45M Buy
+15,040
New +$2.4M 1.41% 14

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

Encompass Wealth Advisors's AMZN Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Amazon (AMZN) stake by 3.3% in Q2 2026, selling an estimated $124K and leaving 14,667 shares worth $3.5M. The position accounts for 1.06% of the portfolio, ranked #20.

Encompass Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.38M in Q2 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Encompass Wealth Advisors held 14,667 shares of Amazon worth $3.5M as of Q2 2026.
  • Encompass Wealth Advisors sold 494 Amazon shares in Q2 2026, an estimated $124K.
  • Amazon made up 1.06% of Encompass Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Encompass Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Amazon position peaked at $4.38M in Q2 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.