HWM
AMZN icon

HB Wealth Management’s Amazon AMZN Stock Holding History

HB Wealth 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 		$155M Buy
650,572
+11,767
+2% +$2.95M 0.87% 21
2026
Q1 		$133M Buy
638,805
+20,748
+3% +$4.57M 0.86% 20
2025
Q4 		$143M Buy
618,057
+19,352
+3% +$4.43M 0.92% 18
2025
Q3 		$131M Buy
598,705
+82,307
+16% +$18.6M 0.89% 19
2025
Q2 		$113M Sell
516,398
-44,212
-8% -$8.75M 0.9% 20
2025
Q1 		$107M Buy
560,610
+143,745
+34% +$31.2M 0.89% 20
2024
Q4 		$91.5M Buy
416,865
+37,145
+10% +$7.6M 0.93% 17
2024
Q3 		$70.8M Buy
379,720
+26,430
+7% +$4.82M 0.76% 19
2024
Q2 		$68.3M Buy
353,290
+62,867
+22% +$11.5M 0.8% 18
2024
Q1 		$52.4M Buy
290,423
+26,697
+10% +$4.46M 0.66% 19
2023
Q4 		$40.1M Buy
263,726
+2,004
+0.8% +$281K 0.58% 18
2023
Q3 		$33.3M Buy
261,722
+50,248
+24% +$6.73M 0.54% 20
2023
Q2 		$27.6M Buy
211,474
+9,017
+4% +$1.03M 0.44% 27
2023
Q1 		$20.9M Buy
202,457
+11,895
+6% +$1.15M 0.36% 29
2022
Q4 		$16M Buy
190,562
+40,183
+27% +$3.97M 0.29% 43
2022
Q3 		$17M Buy
150,379
+8,495
+6% +$1.07M 0.36% 29
2022
Q2 		$15.1M Buy
141,884
+19,664
+16% +$2.46M 0.31% 31
2022
Q1 		$19.9M Buy
122,220
+28,280
+30% +$4.37M 0.37% 27
2021
Q4 		$15.7M Buy
+93,940
New +$16.1M 0.32% 25

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

HB Wealth Management's AMZN Position: Q2 2026 in Review

HB Wealth Management increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $2.95M and bringing the position to 650,572 shares worth $155M. The position accounts for 0.87% of the portfolio, ranked #21.

HB Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • HB Wealth Management held 650,572 shares of Amazon worth $155M as of Q2 2026.
  • HB Wealth Management bought 11,767 Amazon shares in Q2 2026, an estimated $2.95M.
  • Amazon made up 0.87% of HB Wealth Management's portfolio in Q2 2026, its #21 holding.
  • HB Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.