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IronBridge Private Wealth’s Amazon AMZN Stock Holding History

IronBridge Private Wealth’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 		$2.05M Sell
8,619
-133
-2% -$33.4K 0.67% 32
2026
Q1 		$1.82M Sell
8,752
-7,811
-47% -$1.72M 0.59% 33
2025
Q4 		$3.82M Hold
16,563
– – 1.21% 22
2025
Q3 		$3.64M Buy
16,563
+95
+0.6% +$21.5K 1.15% 23
2025
Q2 		$3.61M Sell
16,468
-10,390
-39% -$2.06M 1.26% 20
2025
Q1 		$5.11M Buy
26,858
+910
+4% +$197K 2.01% 14
2024
Q4 		$5.69M Buy
25,948
+644
+3% +$132K 2.09% 14
2024
Q3 		$4.71M Sell
25,304
-702
-3% -$128K 1.76% 18
2024
Q2 		$5.03M Buy
26,006
+1,494
+6% +$274K 1.88% 18
2024
Q1 		$4.42M Sell
24,512
-599
-2% -$100K 1.83% 18
2023
Q4 		$3.82M Buy
25,111
+8,534
+51% +$1.2M 1.86% 22
2023
Q3 		$2.11M Sell
16,577
-110
-0.7% -$14.7K 1.14% 26
2023
Q2 		$2.18M Sell
16,687
-264
-2% -$30.1K 1.22% 25
2023
Q1 		$1.75M Buy
+16,951
New +$1.64M 1.12% 22
2022
Q1 		– Sell
-880
Closed -$147K – 48
2021
Q4 		$147K Buy
880
+100
+13% +$17.1K 0.08% 39
2021
Q3 		$128K Hold
780
– – 0.07% 41
2021
Q2 		$134K Sell
780
-25,280
-97% -$4.2M 0.08% 42
2021
Q1 		$4.03M Buy
26,060
+1,680
+7% +$266K 2.56% 18
2020
Q4 		$3.97M Buy
+24,380
New +$3.89M 2.93% 17

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

IronBridge Private Wealth's AMZN Position: Q2 2026 in Review

IronBridge Private Wealth reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $33.4K and leaving 8,619 shares worth $2.05M. The position accounts for 0.67% of the portfolio, ranked #32.

IronBridge Private Wealth first reported a position in AMZN in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.69M in Q4 2024. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • IronBridge Private Wealth held 8,619 shares of Amazon worth $2.05M as of Q2 2026.
  • IronBridge Private Wealth sold 133 Amazon shares in Q2 2026, an estimated $33.4K.
  • Amazon made up 0.67% of IronBridge Private Wealth's portfolio in Q2 2026, its #32 holding.
  • IronBridge Private Wealth first reported a position in Amazon in Q4 2020 and has held it in 19 quarters since.
  • IronBridge Private Wealth's Amazon position peaked at $5.69M in Q4 2024.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.