Fulcrum Wealth Advisors’s Amazon AMZN Stock Holding History

Fulcrum 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
2026 Q2	$5.37M	Buy	22,542 +621	+3%	+$156K	4.1%	8
2026 Q1	$4.57M	Sell	21,921 -257	-1%	-$56.6K	3.78%	8
2025 Q4	$5.12M	Buy	+22,178	New	+$5.07M	4.21%	6

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

Fulcrum Wealth Advisors's AMZN Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $156K and bringing the position to 22,542 shares worth $5.37M. The position accounts for 4.1% of the portfolio, ranked #8.

Fulcrum Wealth Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Fulcrum Wealth Advisors held 22,542 shares of Amazon worth $5.37M as of Q2 2026.
Fulcrum Wealth Advisors bought 621 Amazon shares in Q2 2026, an estimated $156K.
Amazon made up 4.1% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Fulcrum Wealth Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.