EWA
AMZN icon

ERTS Wealth Advisors’s Amazon AMZN Stock Holding History

ERTS 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
2025
Q2 		– Sell
-1,406
Closed -$268K – 32
2025
Q1 		$268K Sell
1,406
-132
-9% -$28.6K 0.05% 71
2024
Q4 		$337K Sell
1,538
-56
-4% -$11.5K 0.06% 64
2024
Q3 		$297K Sell
1,594
-802
-33% -$146K 0.06% 77
2024
Q2 		$463K Sell
2,396
-30
-1% -$5.51K 0.09% 49
2024
Q1 		$438K Sell
2,426
-6
-0.2% -$1K 0.09% 51
2023
Q4 		$370K Sell
2,432
-1,206
-33% -$169K 0.08% 56
2023
Q3 		$462K Buy
3,638
+1,688
+87% +$226K 0.11% 44
2023
Q2 		$254K Buy
+1,950
New +$223K 0.06% 79
2022
Q4 		– Sell
-2,051
Closed -$232K – 93
2022
Q3 		$232K Buy
2,051
+93
+5% +$11.8K 0.07% 78
2022
Q2 		$208K Buy
1,958
+58
+3% +$7.26K 0.06% 84
2022
Q1 		$310K Buy
1,900
+40
+2% +$6.18K 0.09% 65
2021
Q4 		$310K Hold
1,860
– – 0.07% 65
2021
Q3 		$306K Hold
1,860
– – 0.08% 63
2021
Q2 		$320K Buy
1,860
+20
+1% +$3.32K 0.09% 62
2021
Q1 		$285K Buy
1,840
+340
+23% +$53.9K 0.08% 67
2020
Q4 		$244K Sell
1,500
-60
-4% -$9.57K 0.08% 68
2020
Q3 		$246K Sell
1,560
-20
-1% -$3.15K 0.09% 63
2020
Q2 		$218K Buy
+1,580
New +$191K 0.09% 72
2019
Q1 		– Sell
-460
Closed -$35K – 101
2018
Q4 		$35K Buy
+460
New +$38.2K 0.03% 179

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ERTS Wealth Advisors's AMZN Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Amazon (AMZN) in Q2 2025, closing a stake of 1,406 shares — an estimated $268K sold.

ERTS Wealth Advisors first reported a position in AMZN in Q4 2018 and held it in 19 quarters. The position peaked at $463K in Q2 2024. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Amazon position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,406 Amazon shares in Q2 2025, an estimated $268K.
  • ERTS Wealth Advisors first reported a position in Amazon in Q4 2018 and held it in 19 quarters.
  • ERTS Wealth Advisors's Amazon position peaked at $463K in Q2 2024.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.