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Horizon Family Wealth’s Amazon AMZN Stock Holding History

Horizon Family Wealth’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 		$1.23M Buy
5,179
+301
+6% +$75.6K 0.56% 41
2026
Q1 		$1.02M Sell
4,878
-133
-3% -$29.3K 0.54% 37
2025
Q4 		$1.16M Hold
5,011
– – 0.62% 34
2025
Q3 		$1.1M Hold
5,011
– – 0.63% 30
2025
Q2 		$1.1M Hold
5,011
– – 0.67% 29
2025
Q1 		$953K Buy
5,011
+309
+7% +$67.1K 0.64% 26
2024
Q4 		$1.03M Buy
4,702
+3,839
+445% +$785K 0.69% 31
2024
Q3 		$161K Sell
863
-3,681
-81% -$672K 0.11% 79
2024
Q2 		$878K Hold
4,544
– – 0.67% 27
2024
Q1 		$820K Buy
4,544
+89
+2% +$14.9K 0.63% 29
2023
Q4 		$677K Buy
4,455
+110
+3% +$15.4K 0.57% 29
2023
Q3 		$552K Buy
4,345
+245
+6% +$32.8K 0.53% 28
2023
Q2 		$534K Buy
4,100
+215
+6% +$24.6K 0.51% 29
2023
Q1 		$401K Buy
3,885
+114
+3% +$11K 0.43% 35
2022
Q4 		$317K Buy
3,771
+761
+25% +$75.2K 0.36% 40
2022
Q3 		$340K Buy
3,010
+5
+0.2% +$632 0.42% 38
2022
Q2 		$319K Sell
3,005
-15
-0.5% -$1.88K 0.37% 39
2022
Q1 		$492K Buy
3,020
+1,640
+119% +$253K 0.49% 38
2021
Q4 		$230K Buy
+1,380
New +$236K 0.23% 43

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

Horizon Family Wealth's AMZN Position: Q2 2026 in Review

Horizon Family Wealth increased its Amazon (AMZN) stake by 6.2% in Q2 2026, buying an estimated $75.6K and bringing the position to 5,179 shares worth $1.23M. The position accounts for 0.56% of the portfolio, ranked #41.

Horizon Family Wealth first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Horizon Family Wealth held 5,179 shares of Amazon worth $1.23M as of Q2 2026.
  • Horizon Family Wealth bought 301 Amazon shares in Q2 2026, an estimated $75.6K.
  • Amazon made up 0.56% of Horizon Family Wealth's portfolio in Q2 2026, its #41 holding.
  • Horizon Family Wealth first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.