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Heritage Wealth Management (Ohio)’s Amazon AMZN Stock Holding History

Heritage Wealth Management (Ohio)’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 		$2.42M Buy
10,156
+209
+2% +$52.5K 0.6% 46
2026
Q1 		$2.07M Buy
9,947
+350
+4% +$77.1K 1.03% 31
2025
Q4 		$2.22M Sell
9,597
-78
-0.8% -$17.8K 0.62% 42
2025
Q3 		$2.12M Sell
9,675
-54
-0.6% -$12.2K 0.62% 39
2025
Q2 		$2.13M Buy
9,729
+975
+11% +$193K 0.69% 35
2025
Q1 		$1.67M Buy
8,754
+1,547
+21% +$336K 0.57% 42
2024
Q4 		$1.58M Buy
7,207
+110
+2% +$22.5K 0.53% 46
2024
Q3 		$1.32M Sell
7,097
-330
-4% -$60.2K 0.43% 62
2024
Q2 		$1.49M Buy
+7,427
New +$1.36M 0.5% 50

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 Management (Ohio)'s AMZN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Amazon (AMZN) stake by 2.1% in Q2 2026, buying an estimated $52.5K and bringing the position to 10,156 shares worth $2.42M. The position accounts for 0.6% of the portfolio, ranked #46.

Heritage Wealth Management (Ohio) first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 10,156 shares of Amazon worth $2.42M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 209 Amazon shares in Q2 2026, an estimated $52.5K.
  • Amazon made up 0.6% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #46 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.