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Iams Wealth Management’s Amazon AMZN Stock Holding History

Iams 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 		$5.51M Buy
23,100
+869
+4% +$218K 1.66% 13
2026
Q1 		$4.63M Buy
22,231
+3,876
+21% +$853K 1.61% 11
2025
Q4 		$4.24M Buy
18,355
+5,678
+45% +$1.3M 1.53% 10
2025
Q3 		$2.78M Buy
12,677
+3,113
+33% +$705K 1.12% 22
2025
Q2 		$2.1M Sell
9,564
-3,540
-27% -$701K 0.96% 28
2025
Q1 		$2.49M Buy
13,104
+998
+8% +$217K 1.14% 22
2024
Q4 		$2.66M Buy
12,106
+927
+8% +$190K 1.21% 20
2024
Q3 		$2.08M Buy
11,179
+1,973
+21% +$360K 1.02% 25
2024
Q2 		$1.78M Buy
9,206
+5,699
+163% +$1.05M 0.97% 31
2024
Q1 		$607K Buy
3,507
+295
+9% +$49.2K 0.37% 76
2023
Q4 		$488K Buy
3,212
+1,297
+68% +$182K 0.32% 82
2023
Q3 		$243K Buy
+1,915
New +$257K 0.17% 107

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

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

Iams Wealth Management increased its Amazon (AMZN) stake by 3.9% in Q2 2026, buying an estimated $218K and bringing the position to 23,100 shares worth $5.51M. The position accounts for 1.66% of the portfolio, ranked #13.

Iams Wealth Management first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Iams Wealth Management held 23,100 shares of Amazon worth $5.51M as of Q2 2026.
  • Iams Wealth Management bought 869 Amazon shares in Q2 2026, an estimated $218K.
  • Amazon made up 1.66% of Iams Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Iams Wealth Management first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.