IAG
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Investmark Advisory Group’s Amazon AMZN Stock Holding History

Investmark Advisory Group’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 		$1.5M Buy
6,308
+446
+8% +$112K 0.57% 44
2026
Q1 		$1.22M Sell
5,862
-60
-1% -$13.2K 0.52% 46
2025
Q4 		$1.37M Hold
5,922
– – 0.58% 45
2025
Q3 		$1.3M Sell
5,922
-120
-2% -$27.2K 0.56% 45
2025
Q2 		$1.33M Sell
6,042
-10
-0.2% -$1.98K 0.62% 41
2025
Q1 		$1.15M Sell
6,052
-200
-3% -$43.4K 0.57% 39
2024
Q4 		$1.37M Sell
6,252
-1,698
-21% -$347K 0.67% 39
2024
Q3 		$1.48M Buy
7,950
+70
+0.9% +$12.8K 0.72% 36
2024
Q2 		$1.52M Sell
7,880
-437
-5% -$80.3K 0.81% 36
2024
Q1 		$1.5M Buy
8,317
+10
+0.1% +$1.67K 0.82% 34
2023
Q4 		$1.26M Buy
8,307
+24
+0.3% +$3.36K 0.74% 35
2023
Q3 		$1.05M Buy
8,283
+125
+2% +$16.7K 0.71% 37
2023
Q2 		$1.06M Buy
8,158
+880
+12% +$100K 0.71% 36
2023
Q1 		$752K Buy
7,278
+140
+2% +$13.5K 0.55% 39
2022
Q4 		$600K Sell
7,138
-431
-6% -$42.6K 0.44% 50
2022
Q3 		$855K Buy
7,569
+2,441
+48% +$309K 0.77% 33
2022
Q2 		$544K Buy
5,128
+2,048
+66% +$256K 0.54% 36
2022
Q1 		$502K Sell
3,080
-60
-2% -$9.27K 0.52% 39
2021
Q4 		$523K Buy
+3,140
New +$537K 0.49% 35

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

Investmark Advisory Group's AMZN Position: Q2 2026 in Review

Investmark Advisory Group increased its Amazon (AMZN) stake by 7.6% in Q2 2026, buying an estimated $112K and bringing the position to 6,308 shares worth $1.5M. The position accounts for 0.57% of the portfolio, ranked #44.

Investmark Advisory Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q2 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investmark Advisory Group held 6,308 shares of Amazon worth $1.5M as of Q2 2026.
  • Investmark Advisory Group bought 446 Amazon shares in Q2 2026, an estimated $112K.
  • Amazon made up 0.57% of Investmark Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Investmark Advisory Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Amazon position peaked at $1.52M in Q2 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.