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Institute for Wealth Management’s Amazon AMZN Stock Holding History

Institute for 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
Q1 		– Sell
-400
Closed -$92.3K – 545
2025
Q4 		$92.3K Buy
+400
New +$91.5K 0.01% 535
2017
Q3 		– Sell
-24,000
Closed -$10K – 258
2017
Q2 		$10K Buy
+24,000
New +$1.14M ﹤0.01% 415

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

Institute for Wealth Management's AMZN Position: Q2 2026 in Review

Institute for Wealth Management increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $243K and bringing the position to 87,168 shares worth $20.8M. The position accounts for 1.83% of the portfolio, ranked #4.

Institute for Wealth Management first reported a position in AMZN in Q2 2017 and has held it in 33 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Institute for Wealth Management held 87,168 shares of Amazon worth $20.8M as of Q2 2026.
  • Institute for Wealth Management bought 970 Amazon shares in Q2 2026, an estimated $243K.
  • Amazon made up 1.83% of Institute for Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Institute for Wealth Management first reported a position in Amazon in Q2 2017 and has held it in 33 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.