IronOak Wealth’s Amazon AMZN Stock Holding History

IronOak 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
2025 Q2	$3.79M	Buy	+17,292	New	+$3.42M	3.69%	4
2024 Q4	$3.35M	Buy	+15,292	New	+$3.13M	3.76%	5

Other funds holding AMZN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronOak Wealth's AMZN Position: Q2 2025 in Review

IronOak Wealth opened a new position in Amazon (AMZN) in Q2 2025: 17,292 shares worth $3.79M. The stake represents 3.69% of the portfolio and ranks #4 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in AMZN as recently as Q4 2024.

IronOak Wealth first reported a position in AMZN in Q4 2024 and has held it in 2 quarters since. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

IronOak Wealth held 17,292 shares of Amazon worth $3.79M as of Q2 2025.
Amazon was a new IronOak Wealth position in Q2 2025.
Amazon made up 3.69% of IronOak Wealth's portfolio in Q2 2025, its #4 holding.
IronOak Wealth first reported a position in Amazon in Q4 2024 and has held it in 2 quarters since.
5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.