Endowment Wealth Management’s Amazon AMZN Stock Holding History

Endowment 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	$489K	Sell	2,050 -41	-2%	-$10.3K	0.19%	88
2026 Q1	$435K	Sell	2,091 -910	-30%	-$200K	0.19%	89
2025 Q4	$693K	Sell	3,001 -78	-3%	-$17.8K	0.32%	66
2025 Q3	$676K	Buy	3,079 +29	+1%	+$6.56K	0.31%	69
2025 Q2	$669K	Buy	3,050 +1,365	+81%	+$270K	0.35%	59
2025 Q1	$321K	Buy	1,685 +56	+3%	+$12.2K	0.21%	99
2024 Q4	$357K	Buy	1,629 +1	+0.1%	+$205	0.24%	83
2024 Q3	$303K	Sell	1,628 -67	-4%	-$12.2K	0.2%	98
2024 Q2	$327K	Sell	1,695 -10	-0.6%	-$1.84K	0.24%	88
2024 Q1	$307K	Buy	1,705 +10	+0.6%	+$1.67K	0.23%	93
2023 Q4	$257K	Sell	1,695 -113	-6%	-$15.8K	0.21%	105
2023 Q3	$230K	Buy	1,808 +126	+7%	+$16.9K	0.21%	111
2023 Q2	$219K	Buy	+1,682	New	+$192K	0.2%	118
2022 Q2	–	Sell	-1,560	Closed	-$254K	–	116
2022 Q1	$254K	Hold	1,560	–	–	0.27%	91
2021 Q4	$260K	Buy	+1,560	New	+$267K	0.26%	82

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Endowment Wealth Management reduced its Amazon (AMZN) stake by 2% in Q2 2026, selling an estimated $10.3K and leaving 2,050 shares worth $489K. The position accounts for 0.19% of the portfolio, ranked #88.

Endowment Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 15 quarters since. The position peaked at $693K in Q4 2025. 6,167 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Endowment Wealth Management held 2,050 shares of Amazon worth $489K as of Q2 2026.
Endowment Wealth Management sold 41 Amazon shares in Q2 2026, an estimated $10.3K.
Amazon made up 0.19% of Endowment Wealth Management's portfolio in Q2 2026, its #88 holding.
Endowment Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 15 quarters since.
Endowment Wealth Management's Amazon position peaked at $693K in Q4 2025.
6,167 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.