Intentional Wealth Strategies’s Amazon AMZN Stock Holding History

Intentional Wealth Strategies’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	$407K	Buy	1,707 +123	+8%	+$30.9K	0.38%	39
2026 Q1	$330K	Buy	+1,584	New	+$349K	0.31%	39

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

Intentional Wealth Strategies's AMZN Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Amazon (AMZN) stake by 7.8% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,707 shares worth $407K. The position accounts for 0.38% of the portfolio, ranked #39.

Intentional Wealth Strategies first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Intentional Wealth Strategies held 1,707 shares of Amazon worth $407K as of Q2 2026.
Intentional Wealth Strategies bought 123 Amazon shares in Q2 2026, an estimated $30.9K.
Amazon made up 0.38% of Intentional Wealth Strategies's portfolio in Q2 2026, its #39 holding.
Intentional Wealth Strategies first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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