Estate Counselors’s Amazon AMZN Stock Holding History

Estate Counselors’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	-1,400	Closed	-$266K	–	85
2025 Q1	$266K	Buy	+1,400	New	+$304K	0.03%	87
2022 Q4	–	Sell	-400	Closed	-$45K	–	139
2022 Q3	$45K	Hold	400	–	–	0.01%	145
2022 Q2	$42K	Hold	400	–	–	0.01%	152
2022 Q1	$65K	Hold	400	–	–	0.01%	137
2021 Q4	$66K	Hold	400	–	–	0.01%	145
2021 Q3	$65K	Hold	400	–	–	0.01%	156
2021 Q2	$68K	Sell	400 -2,202,000	-100%	-$366M	0.01%	151
2021 Q1	$746K	Buy	2,202,400 +100,000	+5%	+$15.9M	0.11%	117
2020 Q4	$579K	Buy	2,102,400 +2,098,720	+57,030%	+$335M	0.09%	89
2020 Q3	$579K	Buy	3,680 +400	+12%	+$63.1K	0.09%	75
2020 Q2	$452K	Buy	+3,280	New	+$396K	0.07%	98

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estate Counselors's AMZN Position: Q2 2025 in Review

Estate Counselors sold out of Amazon (AMZN) in Q2 2025, closing a stake of 1,400 shares — an estimated $266K sold.

Estate Counselors first reported a position in AMZN in Q2 2020 and held it in 11 quarters. The position peaked at $746K in Q1 2021. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

Estate Counselors reported no remaining Amazon position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 1,400 Amazon shares in Q2 2025, an estimated $266K.
Estate Counselors first reported a position in Amazon in Q2 2020 and held it in 11 quarters.
Estate Counselors's Amazon position peaked at $746K in Q1 2021.
5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.