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Goldstein Advisors’s Amazon AMZN Stock Holding History

Goldstein 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 		$4.86M Buy
20,378
+8,104
+66% +$2.03M 0.44% 30
2026
Q1 		$2.56M Buy
12,274
+927
+8% +$204K 0.28% 38
2025
Q4 		$2.62M Buy
11,347
+1,132
+11% +$259K 0.3% 37
2025
Q3 		$2.24M Sell
10,215
-250
-2% -$56.6K 0.27% 39
2025
Q2 		$2.3M Sell
10,465
-1,492
-12% -$295K 0.31% 36
2025
Q1 		$2.27M Buy
11,957
+1,909
+19% +$414K 0.33% 33
2024
Q4 		$2.2M Buy
10,048
+344
+4% +$70.4K 0.32% 35
2024
Q3 		$1.81M Buy
9,704
+799
+9% +$146K 0.27% 35
2024
Q2 		$1.72M Buy
8,905
+728
+9% +$134K 0.29% 36
2024
Q1 		$1.47M Buy
8,177
+143
+2% +$23.9K 0.25% 38
2023
Q4 		$1.22M Buy
8,034
+669
+9% +$93.8K 0.21% 67
2023
Q3 		$936K Buy
7,365
+609
+9% +$81.6K 0.2% 46
2023
Q2 		$881K Sell
6,756
-306
-4% -$34.9K 0.18% 51
2023
Q1 		$729K Buy
7,062
+45
+0.6% +$4.35K 0.16% 59
2022
Q4 		$589K Buy
+7,017
New +$693K 0.14% 65

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

Goldstein Advisors's AMZN Position: Q2 2026 in Review

Goldstein Advisors increased its Amazon (AMZN) stake by 66% in Q2 2026, buying an estimated $2.03M and bringing the position to 20,378 shares worth $4.86M. The position accounts for 0.44% of the portfolio, ranked #30.

Goldstein Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Goldstein Advisors held 20,378 shares of Amazon worth $4.86M as of Q2 2026.
  • Goldstein Advisors bought 8,104 Amazon shares in Q2 2026, an estimated $2.03M.
  • Amazon made up 0.44% of Goldstein Advisors's portfolio in Q2 2026, its #30 holding.
  • Goldstein Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.