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Geometric Wealth Advisors’s Amazon AMZN Stock Holding History

Geometric 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 		$2.95M Buy
12,385
+390
+3% +$97.9K 0.32% 12
2026
Q1 		$2.5M Buy
11,995
+362
+3% +$79.7K 0.31% 12
2025
Q4 		$2.69M Sell
11,633
-389
-3% -$89K 0.35% 12
2025
Q3 		$2.64M Buy
12,022
+919
+8% +$208K 0.35% 12
2025
Q2 		$2.44M Sell
11,103
-1,995
-15% -$395K 0.36% 12
2025
Q1 		$2.49M Buy
13,098
+336
+3% +$72.9K 0.43% 11
2024
Q4 		$2.8M Buy
12,762
+86
+0.7% +$17.6K 0.51% 11
2024
Q3 		$2.36M Sell
12,676
-20
-0.2% -$3.65K 0.44% 10
2024
Q2 		$2.45M Buy
12,696
+5,361
+73% +$985K 0.5% 8
2024
Q1 		$1.32M Sell
7,335
-14
-0.2% -$2.34K 0.31% 10
2023
Q4 		$1.12M Buy
7,349
+654
+10% +$91.7K 0.3% 10
2023
Q3 		$851K Buy
6,695
+155
+2% +$20.8K 0.27% 11
2023
Q2 		$881K Buy
6,540
+210
+3% +$24K 0.27% 11
2023
Q1 		$695K Hold
6,330
– – 0.24% 11
2022
Q4 		$532K Sell
6,330
-130
-2% -$12.8K 0.22% 11
2022
Q3 		$730K Buy
6,460
+80
+1% +$10.1K 0.35% 7
2022
Q2 		$678K Buy
6,380
+960
+18% +$120K 0.34% 12
2022
Q1 		$883K Buy
5,420
+60
+1% +$9.27K 2.65% 9
2021
Q4 		$894K Buy
+5,360
New +$917K 0.43% 6

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

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

Geometric Wealth Advisors increased its Amazon (AMZN) stake by 3.3% in Q2 2026, buying an estimated $97.9K and bringing the position to 12,385 shares worth $2.95M. The position accounts for 0.32% of the portfolio, ranked #12.

Geometric Wealth Advisors 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.

  • Geometric Wealth Advisors held 12,385 shares of Amazon worth $2.95M as of Q2 2026.
  • Geometric Wealth Advisors bought 390 Amazon shares in Q2 2026, an estimated $97.9K.
  • Amazon made up 0.32% of Geometric Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Geometric Wealth Advisors 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 Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.