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Fonville Wealth Management’s Amazon AMZN Stock Holding History

Fonville 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 		$2.39M Sell
10,007
-187
-2% -$46.9K 0.39% 47
2026
Q1 		$2.12M Buy
10,194
+271
+3% +$59.7K 0.4% 47
2025
Q4 		$2.29M Buy
9,923
+548
+6% +$125K 0.47% 44
2025
Q3 		$2.06M Buy
9,375
+360
+4% +$81.5K 0.46% 43
2025
Q2 		$1.98M Buy
9,015
+290
+3% +$57.4K 0.5% 42
2025
Q1 		$1.65M Buy
8,725
+24
+0.3% +$5.21K 0.49% 43
2024
Q4 		$1.91M Sell
8,701
-703
-7% -$144K 0.63% 39
2024
Q3 		$1.75M Buy
9,404
+1,010
+12% +$184K 0.61% 40
2024
Q2 		$1.62M Buy
8,394
+1,578
+23% +$290K 0.64% 40
2024
Q1 		$1.23M Buy
6,816
+527
+8% +$88K 0.54% 48
2023
Q4 		$956K Buy
+6,289
New +$882K 0.51% 49

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

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

Fonville Wealth Management reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $46.9K and leaving 10,007 shares worth $2.39M. The position accounts for 0.39% of the portfolio, ranked #47.

Fonville Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fonville Wealth Management held 10,007 shares of Amazon worth $2.39M as of Q2 2026.
  • Fonville Wealth Management sold 187 Amazon shares in Q2 2026, an estimated $46.9K.
  • Amazon made up 0.39% of Fonville Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Fonville Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.