Heritage Family Offices’s Amazon AMZN Stock Holding History

Heritage Family Offices’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	$3.45M	Buy	14,490 +4,377	+43%	+$1.1M	1.33%	18
2026 Q1	$2.11M	Buy	10,113 +7,242	+252%	+$1.59M	0.93%	24
2025 Q4	$663K	Buy	2,871 +1,323	+85%	+$303K	0.3%	79
2025 Q3	$340K	Sell	1,548 -96	-6%	-$21.7K	0.16%	118
2025 Q2	$317K	Hold	1,644	–	–	0.16%	120
2025 Q1	$313K	Buy	1,644 +30	+2%	+$6.51K	0.16%	119
2024 Q4	$354K	Buy	+1,614	New	+$330K	0.18%	110
2024 Q3	–	Sell	-1,067	Closed	-$206K	–	181
2024 Q2	$206K	Buy	+1,067	New	+$196K	0.11%	160

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

Heritage Family Offices's AMZN Position: Q2 2026 in Review

Heritage Family Offices increased its Amazon (AMZN) stake by 43% in Q2 2026, buying an estimated $1.1M and bringing the position to 14,490 shares worth $3.45M. The position accounts for 1.33% of the portfolio, ranked #18.

Heritage Family Offices first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Heritage Family Offices held 14,490 shares of Amazon worth $3.45M as of Q2 2026.
Heritage Family Offices bought 4,377 Amazon shares in Q2 2026, an estimated $1.1M.
Amazon made up 1.33% of Heritage Family Offices's portfolio in Q2 2026, its #18 holding.
Heritage Family Offices first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.