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Horizon Wealth Management’s Amazon AMZN Stock Holding History

Horizon 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 		$3.06M Sell
12,844
-4,436
-26% -$1.11M 0.39% 35
2026
Q1 		$3.6M Buy
17,280
+179
+1% +$39.4K 0.53% 37
2025
Q4 		$3.95M Buy
17,101
+6,101
+55% +$1.4M 0.61% 31
2025
Q3 		$2.42M Buy
11,000
+1,166
+12% +$264K 0.35% 35
2025
Q2 		$2.16M Sell
9,834
-7,739
-44% -$1.53M 0.38% 27
2025
Q1 		$3.34M Sell
17,573
-749
-4% -$163K 0.56% 22
2024
Q4 		$4.02M Buy
18,322
+2,460
+16% +$503K 0.7% 21
2024
Q3 		$2.96M Buy
15,862
+190
+1% +$34.7K 0.59% 22
2024
Q2 		$3.03M Sell
15,672
-457
-3% -$84K 0.72% 19
2024
Q1 		$2.91M Buy
16,129
+1,047
+7% +$175K 0.76% 17
2023
Q4 		$2.29M Buy
15,082
+3,168
+27% +$444K 0.64% 18
2023
Q3 		$1.51M Buy
11,914
+2,192
+23% +$294K 0.61% 17
2023
Q2 		$1.27M Buy
9,722
+214
+2% +$24.4K 0.5% 21
2023
Q1 		$982K Buy
9,508
+509
+6% +$49.2K 0.74% 21
2022
Q4 		$756K Sell
8,999
-55,232
-86% -$5.46M 0.62% 23
2022
Q3 		$7.26M Buy
64,231
+1,870
+3% +$236K 5.32% 6
2022
Q2 		$6.62M Buy
62,361
+48,361
+345% +$6.05M 2.74% 13
2022
Q1 		$2.28M Buy
14,000
+1,920
+16% +$297K 0.71% 24
2021
Q4 		$2.01M Buy
+12,080
New +$2.07M 0.59% 26

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 Wealth Management's AMZN Position: Q2 2026 in Review

Horizon Wealth Management reduced its Amazon (AMZN) stake by 26% in Q2 2026, selling an estimated $1.11M and leaving 12,844 shares worth $3.06M. The position accounts for 0.39% of the portfolio, ranked #35.

Horizon Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.26M in Q3 2022. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Horizon Wealth Management held 12,844 shares of Amazon worth $3.06M as of Q2 2026.
  • Horizon Wealth Management sold 4,436 Amazon shares in Q2 2026, an estimated $1.11M.
  • Amazon made up 0.39% of Horizon Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Horizon Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's Amazon position peaked at $7.26M in Q3 2022.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.