Gratus Wealth Advisors’s Amazon AMZN Stock Holding History

Gratus 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	$3.09M	Buy	12,955 +7	+0.1%	+$1.76K	0.39%	28
2026 Q1	$2.7M	Sell	12,948 -511	-4%	-$113K	0.39%	27
2025 Q4	$3.11M	Buy	13,459 +301	+2%	+$68.9K	0.43%	26
2025 Q3	$2.89M	Sell	13,158 -500	-4%	-$113K	0.41%	26
2025 Q2	$3M	Buy	13,658 +1,173	+9%	+$232K	0.45%	24
2025 Q1	$2.38M	Sell	12,485 -509	-4%	-$110K	0.39%	28
2024 Q4	$2.85M	Sell	12,994 -298	-2%	-$61K	0.46%	27
2024 Q3	$2.4M	Buy	13,292 +635	+5%	+$116K	0.39%	32
2024 Q2	$2.32M	Sell	12,657 -160	-1%	-$29.4K	0.4%	32
2024 Q1	$2.3M	Sell	12,817 -145	-1%	-$24.2K	0.42%	32
2023 Q4	$1.97M	Buy	+12,962	New	+$1.82M	0.39%	34

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

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

Gratus Wealth Advisors increased its Amazon (AMZN) stake by 0.05% in Q2 2026, buying an estimated $1.76K and bringing the position to 12,955 shares worth $3.09M. The position accounts for 0.39% of the portfolio, ranked #28.

Gratus Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Gratus Wealth Advisors held 12,955 shares of Amazon worth $3.09M as of Q2 2026.
Gratus Wealth Advisors bought 7 Amazon shares in Q2 2026, an estimated $1.76K.
Amazon made up 0.39% of Gratus Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Gratus Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Amazon position peaked at $3.11M in Q4 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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