Focused Wealth Management’s Amazon AMZN Stock Holding History

Focused 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	$524K	Sell	2,200 -800	-27%	-$201K	0.05%	131
2026 Q1	$625K	Sell	3,000 -5,400	-64%	-$1.19M	0.06%	96
2025 Q4	$1.94M	Buy	8,400 +4,100	+95%	+$938K	0.2%	54
2025 Q3	$944K	Buy	+4,300	New	+$973K	0.1%	80
2025 Q2	–	Sell	-900	Closed	-$171K	–	205
2025 Q1	$171K	Buy	+900	New	+$195K	0.02%	166
2023 Q4	–	Sell	-1,400	Closed	-$18.5K	–	1027
2023 Q3	$18.5K	Buy	+1,400	New	+$188K	﹤0.01%	435

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 $3.37T AUM 44.26% 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

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

Focused Wealth Management increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $200K and bringing the position to 53,869 shares worth $12.8M. The position accounts for 1.12% of the portfolio, ranked #22.

Focused Wealth Management first reported a position in AMZN in Q3 2013 and has held it in 48 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Focused Wealth Management held 53,869 shares of Amazon worth $12.8M as of Q2 2026.
Focused Wealth Management bought 798 Amazon shares in Q2 2026, an estimated $200K.
Amazon made up 1.12% of Focused Wealth Management's portfolio in Q2 2026, its #22 holding.
Focused Wealth Management first reported a position in Amazon in Q3 2013 and has held it in 48 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.