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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 		$1.88M Hold
7,900
– – 0.01% 495
2026
Q1 		$1.65M Sell
7,900
-500
-6% -$110K 0.01% 487
2025
Q4 		$1.94M Sell
8,400
-1,500
-15% -$343K 0.01% 414
2025
Q3 		$2.17M Buy
9,900
+8,500
+607% +$1.92M 0.01% 397
2025
Q2 		$307K Hold
1,400
– – ﹤0.01% 927
2025
Q1 		$266K Buy
+1,400
New +$304K ﹤0.01% 1012

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.