Ipsen Advisor Group’s Amazon AMZN Stock Holding History

Ipsen Advisor 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	$236K	Sell	990 -70	-7%	-$17.6K	0.15%	98
2026 Q1	$221K	Hold	1,060	–	–	0.15%	98
2025 Q4	$245K	Sell	1,060 -147	-12%	-$33.6K	0.17%	96
2025 Q3	$265K	Hold	1,207	–	–	0.19%	90
2025 Q2	$265K	Buy	+1,207	New	+$239K	0.2%	90
2025 Q1	–	Sell	-1,042	Closed	-$229K	–	94
2024 Q4	$229K	Buy	+1,042	New	+$213K	0.2%	87

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

Ipsen Advisor Group's AMZN Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Amazon (AMZN) stake by 6.6% in Q2 2026, selling an estimated $17.6K and leaving 990 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #98.

Ipsen Advisor Group first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $265K in Q3 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Ipsen Advisor Group held 990 shares of Amazon worth $236K as of Q2 2026.
Ipsen Advisor Group sold 70 Amazon shares in Q2 2026, an estimated $17.6K.
Amazon made up 0.15% of Ipsen Advisor Group's portfolio in Q2 2026, its #98 holding.
Ipsen Advisor Group first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Ipsen Advisor Group's Amazon position peaked at $265K in Q3 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.