HWA
AMZN icon

Hillcrest Wealth Advisors’s Amazon AMZN Stock Holding History

Hillcrest Wealth 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 		$272K Buy
+1,140
New +$286K 0.1% 49
2020
Q3 		– Sell
-2,420
Closed -$334K – 60
2020
Q2 		$334K Sell
2,420
-20
-0.8% -$2.42K 0.29% 33
2020
Q1 		$238K Buy
+2,440
New +$236K 0.24% 35

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

Hillcrest Wealth Advisors's AMZN Position: Q2 2026 in Review

Hillcrest Wealth Advisors opened a new position in Amazon (AMZN) in Q2 2026: 1,140 shares worth $272K. The stake represents 0.1% of the portfolio and ranks #49 among its holdings. This is a return to the name: Hillcrest Wealth Advisors previously reported a position in AMZN as recently as Q2 2020.

Hillcrest Wealth Advisors first reported a position in AMZN in Q1 2020 and has held it in 3 quarters since. The position peaked at $334K in Q2 2020. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Hillcrest Wealth Advisors held 1,140 shares of Amazon worth $272K as of Q2 2026.
  • Amazon was a new Hillcrest Wealth Advisors position in Q2 2026.
  • Amazon made up 0.1% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Hillcrest Wealth Advisors first reported a position in Amazon in Q1 2020 and has held it in 3 quarters since.
  • Hillcrest Wealth Advisors's Amazon position peaked at $334K in Q2 2020.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.