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Heritage Wealth Architects’s Amazon AMZN Stock Holding History

Heritage Wealth Architects’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 		$694K Buy
2,805
+48
+2% +$12K 0.28% 42
2026
Q1 		$740K Buy
2,757
+85
+3% +$18.7K 0.31% 36
2025
Q4 		$639K Buy
2,672
+1,056
+65% +$242K 0.3% 39
2025
Q3 		$355K Buy
1,616
+3
+0.2% +$679 0.22% 45
2025
Q2 		$354K Buy
1,613
+240
+17% +$47.5K 0.26% 38
2025
Q1 		$261K Buy
+1,373
New +$298K 0.25% 28

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

Heritage Wealth Architects's AMZN Position: Q2 2026 in Review

Heritage Wealth Architects increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 2,805 shares worth $694K. The position accounts for 0.28% of the portfolio, ranked #42.

Heritage Wealth Architects first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $740K in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Heritage Wealth Architects held 2,805 shares of Amazon worth $694K as of Q2 2026.
  • Heritage Wealth Architects bought 48 Amazon shares in Q2 2026, an estimated $12K.
  • Amazon made up 0.28% of Heritage Wealth Architects's portfolio in Q2 2026, its #42 holding.
  • Heritage Wealth Architects first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's Amazon position peaked at $740K in Q1 2026.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.