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Independent Advisor Alliance’s Amazon AMZN Stock Holding History

Independent Advisor Alliance’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
2018
Q2 		– Sell
-271,500
Closed -$18.6M – 360
2018
Q1 		$18.6M Buy
+271,500
New +$19.4M 4.15% 2

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

Independent Advisor Alliance's AMZN Position: Q2 2026 in Review

Independent Advisor Alliance increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $3.76M and bringing the position to 553,994 shares worth $132M. The position accounts for 3.09% of the portfolio, ranked #5.

Independent Advisor Alliance first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $137M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Independent Advisor Alliance held 553,994 shares of Amazon worth $132M as of Q2 2026.
  • Independent Advisor Alliance bought 14,961 Amazon shares in Q2 2026, an estimated $3.76M.
  • Amazon made up 3.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #5 holding.
  • Independent Advisor Alliance first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Amazon position peaked at $137M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.