Independent Family Office’s Amazon AMZN Stock Holding History

Independent Family Office’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	$828K	Hold	3,472	–	–	0.33%	42
2026 Q1	$723K	Buy	3,472 +2,167	+166%	+$477K	0.3%	47
2025 Q4	$301K	Buy	1,305 +372	+40%	+$85.1K	0.13%	65
2025 Q3	$205K	Hold	933	–	–	0.09%	77
2025 Q2	$205K	Buy	+933	New	+$185K	0.09%	77
2025 Q1	–	Sell	-933	Closed	-$205K	–	71
2024 Q4	$205K	Buy	+933	New	+$191K	0.11%	71
2024 Q2	–	Sell	-1,158	Closed	-$209K	–	70
2024 Q1	$209K	Buy	+1,158	New	+$193K	0.11%	73

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independent Family Office's AMZN Position: Q2 2026 in Review

Independent Family Office held its Amazon (AMZN) position steady in Q2 2026 at 3,472 shares worth $828K. The position accounts for 0.33% of the portfolio, ranked #42.

Independent Family Office first reported a position in AMZN in Q1 2024 and has held it in 7 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Independent Family Office held 3,472 shares of Amazon worth $828K as of Q2 2026.
Independent Family Office left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.33% of Independent Family Office's portfolio in Q2 2026, its #42 holding.
Independent Family Office first reported a position in Amazon in Q1 2024 and has held it in 7 quarters since.
6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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