Fusion Family Wealth’s Amazon AMZN Stock Holding History

Fusion Family Wealth’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	$225K	Buy	+942	New	+$236K	0.01%	49
2026 Q1	–	Sell	-942	Closed	-$217K	–	48
2025 Q4	$217K	Hold	942	–	–	0.02%	45
2025 Q3	$207K	Hold	942	–	–	0.02%	46
2025 Q2	$207K	Buy	+942	New	+$186K	0.02%	47
2025 Q1	–	Sell	-942	Closed	-$207K	–	45
2024 Q4	$207K	Buy	+942	New	+$193K	0.02%	45
2021 Q2	–	Sell	-200	Closed	-$31K	–	41
2021 Q1	$31K	Buy	+200	New	+$31.7K	﹤0.01%	60
2019 Q1	–	Sell	-7,720	Closed	-$580K	–	158
2018 Q4	$580K	Sell	7,720 -2,900	-27%	-$241K	0.17%	34
2018 Q3	$1.06M	Buy	10,620 +3,260	+44%	+$307K	0.29%	23
2018 Q2	$626K	Buy	7,360 +840	+13%	+$66.7K	0.18%	31
2018 Q1	$472K	Buy	6,520 +1,780	+38%	+$127K	0.16%	31
2017 Q4	$277K	Buy	4,740 +4,560	+2,533%	+$251K	0.07%	58
2017 Q3	$9K	Sell	180 -2,980	-94%	-$146K	﹤0.01%	156
2017 Q2	$153K	Hold	3,160	–	–	0.05%	81
2017 Q1	$140K	Sell	3,160 -3,120	-50%	-$130K	0.05%	81
2016 Q4	$255K	Buy	+6,280	New	+$246K	0.15%	64

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

Fusion Family Wealth's AMZN Position: Q2 2026 in Review

Fusion Family Wealth opened a new position in Amazon (AMZN) in Q2 2026: 942 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #49 among its holdings. This is a return to the name: Fusion Family Wealth previously reported a position in AMZN as recently as Q4 2025.

Fusion Family Wealth first reported a position in AMZN in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2018. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Fusion Family Wealth held 942 shares of Amazon worth $225K as of Q2 2026.
Amazon was a new Fusion Family Wealth position in Q2 2026.
Amazon made up 0.01% of Fusion Family Wealth's portfolio in Q2 2026, its #49 holding.
Fusion Family Wealth first reported a position in Amazon in Q4 2016 and has held it in 15 quarters since.
Fusion Family Wealth's Amazon position peaked at $1.06M in Q3 2018.
6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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