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GeoWealth Management’s Amazon AMZN Stock Holding History

GeoWealth 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 		$16.7M Sell
70,269
-815
-1% -$205K 0.53% 31
2026
Q1 		$14.8M Sell
71,084
-1,523
-2% -$335K 0.53% 29
2025
Q4 		$16.8M Sell
72,607
-5,616
-7% -$1.28M 0.62% 26
2025
Q3 		$17.2M Buy
78,223
+20,757
+36% +$4.7M 0.63% 25
2025
Q2 		$12.6M Buy
57,466
+1,241
+2% +$246K 0.49% 31
2025
Q1 		$10.7M Sell
56,225
-19,931
-26% -$4.33M 0.43% 36
2024
Q4 		$16.7M Buy
76,156
+103
+0.1% +$21.1K 0.55% 36
2024
Q3 		$14.2M Sell
76,053
-5,779
-7% -$1.05M 0.5% 40
2024
Q2 		$15.8M Buy
81,832
+12,397
+18% +$2.28M 0.69% 28
2024
Q1 		$12.5M Buy
69,435
+22,129
+47% +$3.69M 0.48% 44
2023
Q4 		$7.19M Buy
47,306
+42,790
+948% +$6M 0.59% 49
2023
Q3 		$574K Buy
4,516
+742
+20% +$99.4K 0.07% 193
2023
Q2 		$492K Buy
3,774
+81
+2% +$9.25K 0.05% 170
2023
Q1 		$380K Sell
3,693
-3,763
-50% -$364K 0.04% 154
2022
Q4 		$627K Sell
7,456
-6,978
-48% -$689K 0.07% 136
2022
Q3 		$1.63M Buy
14,434
+3,930
+37% +$497K 0.18% 95
2022
Q2 		$1.11M Buy
10,504
+2,104
+25% +$263K 0.15% 97
2022
Q1 		$1.37M Sell
8,400
-3,800
-31% -$587K 0.12% 124
2021
Q4 		$2.03M Sell
12,200
-200
-2% -$34.2K 0.17% 101
2021
Q3 		$2.04M Buy
12,400
+10,740
+647% +$1.85M 0.17% 112
2021
Q2 		$285K Sell
1,660
-40
-2% -$6.65K 0.04% 185
2021
Q1 		$262K Sell
1,700
-1,900
-53% -$301K 0.04% 167
2020
Q4 		$586K Buy
3,600
+520
+17% +$83K 0.09% 136
2020
Q3 		$468K Sell
3,080
-3,680
-54% -$580K 0.14% 100
2020
Q2 		$932K Buy
6,760
+3,140
+87% +$379K 0.39% 69
2020
Q1 		$353K Buy
3,620
+280
+8% +$27.1K 0.25% 62
2019
Q4 		$308K Sell
3,340
-2,360
-41% -$209K 0.17% 75
2019
Q3 		$494K Buy
+5,700
New +$529K 0.11% 100

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

GeoWealth Management's AMZN Position: Q2 2026 in Review

GeoWealth Management reduced its Amazon (AMZN) stake by 1.1% in Q2 2026, selling an estimated $205K and leaving 70,269 shares worth $16.7M. The position accounts for 0.53% of the portfolio, ranked #31.

GeoWealth Management first reported a position in AMZN in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.2M in Q3 2025. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • GeoWealth Management held 70,269 shares of Amazon worth $16.7M as of Q2 2026.
  • GeoWealth Management sold 815 Amazon shares in Q2 2026, an estimated $205K.
  • Amazon made up 0.53% of GeoWealth Management's portfolio in Q2 2026, its #31 holding.
  • GeoWealth Management first reported a position in Amazon in Q3 2019 and has held it in 28 quarters since.
  • GeoWealth Management's Amazon position peaked at $17.2M in Q3 2025.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.