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AMZN icon

Herold Advisors’s Amazon AMZN Stock Holding History

Herold Advisors’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 		$5.16M Sell
21,589
-133
-0.6% -$33.4K 1.02% 23
2026
Q1 		$4.52M Buy
21,722
+455
+2% +$100K 0.99% 22
2025
Q4 		$4.91M Buy
21,267
+319
+2% +$73K 1.1% 19
2025
Q3 		$4.6M Sell
20,948
-5,895
-22% -$1.33M 1.07% 23
2025
Q2 		$5.89M Buy
26,843
+564
+2% +$112K 1.23% 17
2025
Q1 		$5M Sell
26,279
-1,474
-5% -$320K 1.1% 20
2024
Q4 		$6.09M Sell
27,753
-584
-2% -$119K 1.33% 14
2024
Q3 		$5.28M Sell
28,337
-226
-0.8% -$41.2K 1.15% 18
2024
Q2 		$5.52M Buy
28,563
+401
+1% +$73.7K 1.28% 16
2024
Q1 		$5.08M Buy
28,162
+9,790
+53% +$1.63M 1.23% 13
2023
Q4 		$2.79M Buy
18,372
+701
+4% +$98.3K 0.77% 37
2023
Q3 		$2.25M Sell
17,671
-115
-0.6% -$15.4K 0.68% 40
2023
Q2 		$2.32M Sell
17,786
-1,324
-7% -$151K 0.71% 33
2023
Q1 		$1.97M Buy
19,110
+4,494
+31% +$434K 0.68% 40
2022
Q4 		$1.23M Buy
14,616
+836
+6% +$82.6K 0.52% 66
2022
Q3 		$1.56M Buy
13,780
+260
+2% +$32.9K 0.75% 42
2022
Q2 		$1.44M Buy
13,520
+1,540
+13% +$193K 0.64% 50
2022
Q1 		$1.95M Buy
11,980
+6,320
+112% +$977K 0.69% 42
2021
Q4 		$943K Hold
5,660
– – 0.37% 87
2021
Q3 		$929K Buy
+5,660
New +$976K 0.36% 82

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

Herold Advisors's AMZN Position: Q2 2026 in Review

Herold Advisors reduced its Amazon (AMZN) stake by 0.61% in Q2 2026, selling an estimated $33.4K and leaving 21,589 shares worth $5.16M. The position accounts for 1.02% of the portfolio, ranked #23.

Herold Advisors first reported a position in AMZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.09M in Q4 2024. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Herold Advisors held 21,589 shares of Amazon worth $5.16M as of Q2 2026.
  • Herold Advisors sold 133 Amazon shares in Q2 2026, an estimated $33.4K.
  • Amazon made up 1.02% of Herold Advisors's portfolio in Q2 2026, its #23 holding.
  • Herold Advisors first reported a position in Amazon in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Amazon position peaked at $6.09M in Q4 2024.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.