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HighMark Wealth Management’s Amazon AMZN Stock Holding History

HighMark 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 		$711K Buy
2,983
+148
+5% +$37.1K 0.24% 45
2026
Q1 		$591K Buy
2,835
+689
+32% +$152K 0.24% 46
2025
Q4 		$495K Sell
2,146
-408
-16% -$93.3K 0.2% 51
2025
Q3 		$557K Sell
2,554
-1,017
-28% -$230K 0.25% 47
2025
Q2 		$783K Buy
3,571
+71
+2% +$14.1K 0.38% 36
2025
Q1 		$666K Buy
3,500
+57
+2% +$12.4K 0.39% 28
2024
Q4 		$755K Buy
3,443
+16
+0.5% +$3.27K 0.43% 27
2024
Q3 		$639K Buy
3,427
+293
+9% +$53.5K 0.35% 35
2024
Q2 		$606K Sell
3,134
-63
-2% -$11.6K 0.36% 36
2024
Q1 		$588K Sell
3,197
-14,462
-82% -$2.41M 0.36% 36
2023
Q4 		$2.68M Buy
17,659
+79
+0.4% +$11.1K 1.98% 7
2023
Q3 		$2.23M Sell
17,580
-3,043
-15% -$408K 1.85% 7
2023
Q2 		$2.69M Sell
20,623
-2,549
-11% -$291K 2.02% 7
2023
Q1 		$2.5M Buy
23,172
+603
+3% +$58.3K 1.95% 7
2022
Q4 		$1.9M Buy
22,569
+19,623
+666% +$1.94M 1.43% 11
2022
Q3 		$333K Buy
2,946
+36
+1% +$4.55K 0.28% 28
2022
Q2 		$307K Buy
2,910
+30
+1% +$3.75K 0.25% 33
2022
Q1 		$469K Hold
2,880
– – 0.31% 29
2021
Q4 		$480K Buy
2,880
+40
+1% +$6.85K 0.3% 31
2021
Q3 		$466K Hold
2,840
– – 0.34% 30
2021
Q2 		$489K Buy
2,840
+80
+3% +$13.3K 0.36% 29
2021
Q1 		$427K Sell
2,760
-100
-3% -$15.9K 0.34% 29
2020
Q4 		$466K Sell
2,860
-200
-7% -$31.9K 0.4% 22
2020
Q3 		$482K Hold
3,060
– – 0.43% 23
2020
Q2 		$422K Hold
3,060
– – 0.46% 21
2020
Q1 		$298K Buy
3,060
+660
+28% +$63.9K 0.36% 21
2019
Q4 		$221K Buy
+2,400
New +$212K 0.24% 34

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

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

HighMark Wealth Management increased its Amazon (AMZN) stake by 5.2% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,983 shares worth $711K. The position accounts for 0.24% of the portfolio, ranked #45.

HighMark Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.69M in Q2 2023. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • HighMark Wealth Management held 2,983 shares of Amazon worth $711K as of Q2 2026.
  • HighMark Wealth Management bought 148 Amazon shares in Q2 2026, an estimated $37.1K.
  • Amazon made up 0.24% of HighMark Wealth Management's portfolio in Q2 2026, its #45 holding.
  • HighMark Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Amazon position peaked at $2.69M in Q2 2023.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.