HBE Wealth Management’s Amazon AMZN Stock Holding History

HBE 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	$756K	Buy	3,174 +30	+1%	+$7.53K	0.54%	26
2026 Q1	$655K	Buy	3,144 +601	+24%	+$132K	0.57%	26
2025 Q4	$587K	Buy	+2,543	New	+$582K	0.55%	27

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

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

HBE Wealth Management increased its Amazon (AMZN) stake by 0.95% in Q2 2026, buying an estimated $7.53K and bringing the position to 3,174 shares worth $756K. The position accounts for 0.54% of the portfolio, ranked #26.

HBE Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

HBE Wealth Management held 3,174 shares of Amazon worth $756K as of Q2 2026.
HBE Wealth Management bought 30 Amazon shares in Q2 2026, an estimated $7.53K.
Amazon made up 0.54% of HBE Wealth Management's portfolio in Q2 2026, its #26 holding.
HBE Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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