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Ergawealth Advisors’s Amazon AMZN Stock Holding History

Ergawealth 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 		$459K Sell
1,926
-300
-13% -$75.3K 0.18% 32
2026
Q1 		$464K Sell
2,226
-100
-4% -$22K 0.21% 32
2025
Q4 		$537K Sell
2,326
-100
-4% -$22.9K 0.25% 33
2025
Q3 		$533K Sell
2,426
-184
-7% -$41.6K 0.25% 33
2025
Q2 		$573K Buy
2,610
+25
+1% +$4.95K 0.26% 41
2025
Q1 		$492K Hold
2,585
– – 0.24% 40
2024
Q4 		$567K Sell
2,585
-300
-10% -$61.4K 0.28% 33
2024
Q3 		$538K Buy
2,885
+9
+0.3% +$1.64K 0.27% 37
2024
Q2 		$556K Buy
2,876
+7
+0.2% +$1.29K 0.3% 35
2024
Q1 		$518K Sell
2,869
-94
-3% -$15.7K 0.28% 31
2023
Q4 		$450K Buy
2,963
+230
+8% +$32.2K 0.28% 30
2023
Q3 		$347K Buy
2,733
+40
+1% +$5.36K 0.24% 35
2023
Q2 		$351K Hold
2,693
– – 0.24% 31
2023
Q1 		$278K Hold
2,693
– – 0.23% 31
2022
Q4 		$226K Buy
+2,693
New +$266K 0.2% 46

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

Ergawealth Advisors's AMZN Position: Q2 2026 in Review

Ergawealth Advisors reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $75.3K and leaving 1,926 shares worth $459K. The position accounts for 0.18% of the portfolio, ranked #32.

Ergawealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $573K in Q2 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ergawealth Advisors held 1,926 shares of Amazon worth $459K as of Q2 2026.
  • Ergawealth Advisors sold 300 Amazon shares in Q2 2026, an estimated $75.3K.
  • Amazon made up 0.18% of Ergawealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Ergawealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Ergawealth Advisors's Amazon position peaked at $573K in Q2 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.