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Finer Wealth Management’s Amazon AMZN Stock Holding History

Finer 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 		$10.4M Sell
43,752
-570
-1% -$143K 4.66% 8
2026
Q1 		$9.23M Sell
44,322
-531
-1% -$117K 4.63% 6
2025
Q4 		$10.4M Buy
44,853
+754
+2% +$173K 5.01% 6
2025
Q3 		$9.68M Buy
44,099
+124
+0.3% +$28.1K 4.83% 6
2025
Q2 		$9.65M Buy
43,975
+460
+1% +$91K 5.16% 6
2025
Q1 		$8.28M Sell
43,515
-774
-2% -$168K 4.96% 5
2024
Q4 		$9.72M Buy
44,289
+610
+1% +$125K 5.57% 5
2024
Q3 		$8.14M Buy
43,679
+135
+0.3% +$24.6K 5.02% 5
2024
Q2 		$8.41M Sell
43,544
-1,418
-3% -$260K 5.43% 5
2024
Q1 		$8.11M Buy
44,962
+2,665
+6% +$445K 5.33% 4
2023
Q4 		$6.43M Buy
42,297
+694
+2% +$97.3K 4.79% 4
2023
Q3 		$5.29M Buy
41,603
+1,786
+4% +$239K 4.23% 4
2023
Q2 		$5.19M Buy
39,817
+287
+0.7% +$32.8K 4.06% 4
2023
Q1 		$4.08M Buy
39,530
+3,783
+11% +$365K 3.45% 5
2022
Q4 		$3M Buy
35,747
+522
+1% +$51.6K 2.81% 8
2022
Q3 		$3.98M Sell
35,225
-85
-0.2% -$10.7K 3.92% 4
2022
Q2 		$3.75M Buy
35,310
+1,430
+4% +$179K 3.42% 6
2022
Q1 		$5.52M Buy
33,880
+180
+0.5% +$27.8K 4.51% 4
2021
Q4 		$4.62M Buy
+33,700
New +$5.77M 3.83% 4

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

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

Finer Wealth Management reduced its Amazon (AMZN) stake by 1.3% in Q2 2026, selling an estimated $143K and leaving 43,752 shares worth $10.4M. The position accounts for 4.66% of the portfolio, ranked #8.

Finer Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Finer Wealth Management held 43,752 shares of Amazon worth $10.4M as of Q2 2026.
  • Finer Wealth Management sold 570 Amazon shares in Q2 2026, an estimated $143K.
  • Amazon made up 4.66% of Finer Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Finer Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.