Iron Horse Wealth Management’s Amazon AMZN Stock Holding History

Iron Horse 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
2025 Q2	$174K	Buy	792 +356	+82%	+$70.4K	0.05%	59
2025 Q1	$83K	Buy	436 +150	+52%	+$32.5K	0.03%	88
2024 Q4	$62.7K	Buy	286 +112	+64%	+$22.9K	0.02%	96
2024 Q3	$32.4K	Sell	174 -4	-2%	-$730	0.01%	140
2024 Q2	$34.4K	Hold	178	–	–	0.01%	130
2024 Q1	$32.1K	Hold	178	–	–	0.01%	108
2023 Q4	$27K	Hold	178	–	–	0.01%	105
2023 Q3	$22.6K	Hold	178	–	–	0.01%	107
2023 Q2	$23.2K	Hold	178	–	–	0.01%	99
2023 Q1	$18.4K	Sell	178 -55	-24%	-$5.31K	0.01%	109
2022 Q4	$20K	Buy	233 +113	+94%	+$11.2K	0.01%	105
2022 Q3	$14K	Sell	120 -112	-48%	-$14.2K	0.02%	77
2022 Q2	$25K	Buy	232 +132	+132%	+$16.5K	0.01%	90
2022 Q1	$16K	Sell	100 -80	-44%	-$12.4K	0.01%	114
2021 Q4	$30K	Hold	180	–	–	0.02%	84
2021 Q3	$30K	Hold	180	–	–	0.02%	79
2021 Q2	$31K	Buy	180 +60	+50%	+$9.97K	0.02%	80
2021 Q1	$19K	Hold	120	–	–	0.01%	88
2020 Q4	$20K	Buy	+120	New	+$19.1K	0.02%	90

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Horse Wealth Management's AMZN Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Amazon (AMZN) stake by 82% in Q2 2025, buying an estimated $70.4K and bringing the position to 792 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #59.

Iron Horse Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 19 quarters since. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

Iron Horse Wealth Management held 792 shares of Amazon worth $174K as of Q2 2025.
Iron Horse Wealth Management bought 356 Amazon shares in Q2 2025, an estimated $70.4K.
Amazon made up 0.05% of Iron Horse Wealth Management's portfolio in Q2 2025, its #59 holding.
Iron Horse Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 19 quarters since.
5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.