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HFR Wealth Management’s Amazon AMZN Stock Holding History

HFR 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 		$22M Sell
92,387
-1,635
-2% -$410K 5.37% 3
2026
Q1 		$19.6M Sell
94,022
-1,958
-2% -$431K 4.81% 3
2025
Q4 		$22.2M Sell
95,980
-352
-0.4% -$80.5K 5.23% 2
2025
Q3 		$21.2M Sell
96,332
-710
-0.7% -$161K 4.85% 2
2025
Q2 		$21.3M Buy
97,042
+157
+0.2% +$31.1K 5.14% 3
2025
Q1 		$18.4M Sell
96,885
-1,098
-1% -$238K 4.49% 3
2024
Q4 		$21.5M Sell
97,983
-1,298
-1% -$266K 5.31% 2
2024
Q3 		$18.5M Buy
99,281
+41
+0% +$7.48K 4.49% 3
2024
Q2 		$19.2M Sell
99,240
-2,228
-2% -$409K 4.88% 2
2024
Q1 		$18.3M Sell
101,468
-1,258
-1% -$210K 4.63% 1
2023
Q4 		$15.6M Sell
102,726
-1,036
-1% -$145K 4.23% 3
2023
Q3 		$13.2M Sell
103,762
-5,650
-5% -$757K 3.86% 2
2023
Q2 		$14.3M Sell
109,412
-677
-0.6% -$77.3K 3.97% 2
2023
Q1 		$11.4M Buy
110,089
+222
+0.2% +$21.4K 3.23% 6
2022
Q4 		$9.23M Buy
109,867
+42,817
+64% +$4.23M 2.68% 19
2022
Q3 		$7.58M Buy
67,050
+69
+0.1% +$8.72K 2.47% 24
2022
Q2 		$7.11M Buy
66,981
+1,441
+2% +$180K 2.15% 33
2022
Q1 		$10.7M Sell
65,540
-80
-0.1% -$12.4K 2.83% 12
2021
Q4 		$10.9M Buy
65,620
+1,260
+2% +$216K 2.75% 14
2021
Q3 		$10.6M Buy
64,360
+1,780
+3% +$307K 3.08% 9
2021
Q2 		$10.8M Buy
+62,580
New +$10.4M 3.24% 4

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

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

HFR Wealth Management reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $410K and leaving 92,387 shares worth $22M. The position accounts for 5.37% of the portfolio, ranked #3.

HFR Wealth Management first reported a position in AMZN in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.2M in Q4 2025. 6,094 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • HFR Wealth Management held 92,387 shares of Amazon worth $22M as of Q2 2026.
  • HFR Wealth Management sold 1,635 Amazon shares in Q2 2026, an estimated $410K.
  • Amazon made up 5.37% of HFR Wealth Management's portfolio in Q2 2026, its #3 holding.
  • HFR Wealth Management first reported a position in Amazon in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Amazon position peaked at $22.2M in Q4 2025.
  • 6,094 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.