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HFG Wealth Management’s Amazon AMZN Stock Holding History

HFG 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 		– Sell
-1,852
Closed -$386K – 43
2026
Q1 		$386K Hold
1,852
– – 0.21% 43
2025
Q4 		$427K Buy
1,852
+30
+2% +$6.86K 0.24% 41
2025
Q3 		$400K Buy
1,822
+35
+2% +$7.92K 0.22% 39
2025
Q2 		$340K Hold
1,787
– – 0.21% 43
2025
Q1 		$392K Sell
1,787
-97
-5% -$21K 0.24% 42
2024
Q4 		$351K Buy
1,884
+311
+20% +$63.6K 0.23% 36
2024
Q3 		$304K Hold
1,573
– – 0.19% 36
2024
Q2 		$304K Sell
1,573
-120
-7% -$22K 0.19% 36
2024
Q1 		$305K Sell
1,693
-5,027
-75% -$839K 0.18% 31
2023
Q4 		$1.02M Buy
+6,720
New +$942K 0.25% 42
2023
Q1 		$3.61M Buy
+34,920
New +$3.37M 0.75% 24

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

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

HFG Wealth Management sold out of Amazon (AMZN) in Q2 2026, closing a stake of 1,852 shares — an estimated $386K sold.

HFG Wealth Management first reported a position in AMZN in Q1 2023 and held it in 11 quarters. The position peaked at $3.61M in Q1 2023. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • HFG Wealth Management reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
  • HFG Wealth Management sold 1,852 Amazon shares in Q2 2026, an estimated $386K.
  • HFG Wealth Management first reported a position in Amazon in Q1 2023 and held it in 11 quarters.
  • HFG Wealth Management's Amazon position peaked at $3.61M in Q1 2023.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.