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Investment Advisory Group’s Amazon AMZN Stock Holding History

Investment 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 		$5.79M Sell
24,304
-103
-0.4% -$25.9K 1.26% 20
2026
Q1 		$5.08M Buy
24,407
+290
+1% +$63.9K 1.29% 19
2025
Q4 		$5.57M Sell
24,117
-626
-3% -$143K 1.43% 18
2025
Q3 		$5.43M Sell
24,743
-473
-2% -$107K 1.48% 18
2025
Q2 		$5.53M Buy
25,216
+147
+0.6% +$29.1K 1.68% 15
2025
Q1 		$4.77M Buy
25,069
+145
+0.6% +$31.5K 1.6% 15
2024
Q4 		$5.47M Buy
24,924
+1,801
+8% +$368K 1.83% 12
2024
Q3 		$4.31M Buy
23,123
+113
+0.5% +$20.6K 1.49% 17
2024
Q2 		$4.45M Buy
23,010
+221
+1% +$40.6K 1.72% 17
2024
Q1 		$4.11M Buy
22,789
+439
+2% +$73.3K 1.7% 16
2023
Q4 		$3.4M Sell
22,350
-184
-0.8% -$25.8K 1.56% 18
2023
Q3 		$2.86M Buy
22,534
+187
+0.8% +$25.1K 1.49% 19
2023
Q2 		$2.91M Buy
22,347
+6,605
+42% +$754K 1.49% 18
2023
Q1 		$1.63M Sell
15,742
-370
-2% -$35.7K 0.94% 30
2022
Q4 		$1.35M Buy
16,112
+452
+3% +$44.6K 0.83% 31
2022
Q3 		$1.77M Buy
15,660
+180
+1% +$22.8K 1.23% 23
2022
Q2 		$1.64M Buy
15,480
+2,480
+19% +$310K 1.12% 25
2022
Q1 		$2.12M Buy
13,000
+440
+4% +$68K 1.29% 21
2021
Q4 		$2M Buy
+12,560
New +$2.15M 1.28% 23

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

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

Investment Advisory Group reduced its Amazon (AMZN) stake by 0.42% in Q2 2026, selling an estimated $25.9K and leaving 24,304 shares worth $5.79M. The position accounts for 1.26% of the portfolio, ranked #20.

Investment Advisory Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investment Advisory Group held 24,304 shares of Amazon worth $5.79M as of Q2 2026.
  • Investment Advisory Group sold 103 Amazon shares in Q2 2026, an estimated $25.9K.
  • Amazon made up 1.26% of Investment Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Investment Advisory Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.