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Guardian Wealth Advisors (North Carolina)’s Amazon AMZN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$12.8M Buy
53,814
+819
+2% +$206K 0.72% 32
2026
Q1 		$11M Sell
52,995
-1,308
-2% -$288K 0.7% 33
2025
Q4 		$12.5M Buy
54,303
+1,107
+2% +$253K 0.78% 31
2025
Q3 		$11.7M Buy
53,196
+1,098
+2% +$249K 0.76% 31
2025
Q2 		$11.4M Buy
52,098
+5,886
+13% +$1.16M 0.8% 28
2025
Q1 		$8.79M Buy
46,212
+2,772
+6% +$602K 0.7% 31
2024
Q4 		$9.53M Buy
43,440
+3,513
+9% +$719K 0.75% 31
2024
Q3 		$7.44M Buy
39,927
+5,653
+16% +$1.03M 0.79% 24
2024
Q2 		$6.62M Buy
34,274
+900
+3% +$165K 0.77% 24
2024
Q1 		$6.02M Sell
33,374
-318
-0.9% -$53.1K 0.74% 22
2023
Q4 		$5.12M Sell
33,692
-1,105
-3% -$155K 0.78% 22
2023
Q3 		$4.42M Buy
34,797
+3,317
+11% +$444K 0.75% 25
2023
Q2 		$4.1M Buy
31,480
+1,401
+5% +$160K 0.7% 21
2023
Q1 		$3.11M Buy
30,079
+64
+0.2% +$6.18K 0.55% 21
2022
Q4 		$2.52M Sell
30,015
-1,417
-5% -$140K 0.48% 25
2022
Q3 		$3.55M Buy
31,432
+2,178
+7% +$275K 0.66% 18
2022
Q2 		$3.11M Buy
29,254
+7,854
+37% +$983K 0.57% 18
2022
Q1 		$3.49M Sell
21,400
-2,480
-10% -$383K 1.5% 13
2021
Q4 		$3.98M Buy
+23,880
New +$4.09M 1.71% 11

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

Guardian Wealth Advisors (North Carolina)'s AMZN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $206K and bringing the position to 53,814 shares worth $12.8M. The position accounts for 0.72% of the portfolio, ranked #32.

Guardian Wealth Advisors (North Carolina) 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.

  • Guardian Wealth Advisors (North Carolina) held 53,814 shares of Amazon worth $12.8M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 819 Amazon shares in Q2 2026, an estimated $206K.
  • Amazon made up 0.72% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #32 holding.
  • Guardian Wealth Advisors (North Carolina) 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.