Great Valley Advisor Group’s Amazon AMZN Stock Holding History

Great Valley Advisor Group’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
2023 Q1	–	Sell	-200	Closed	-$530	–	703
2022 Q4	$530	Buy	+200	New	+$19.8K	﹤0.01%	699

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

Great Valley Advisor Group's AMZN Position: Q2 2026 in Review

Great Valley Advisor Group increased its Amazon (AMZN) stake by 4.7% in Q2 2026, buying an estimated $3.83M and bringing the position to 339,213 shares worth $80.8M. The position accounts for 1.28% of the portfolio, ranked #10.

Great Valley Advisor Group first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Great Valley Advisor Group held 339,213 shares of Amazon worth $80.8M as of Q2 2026.
Great Valley Advisor Group bought 15,249 Amazon shares in Q2 2026, an estimated $3.83M.
Amazon made up 1.28% of Great Valley Advisor Group's portfolio in Q2 2026, its #10 holding.
Great Valley Advisor Group first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.