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IVC Wealth Advisors’s Amazon AMZN Stock Holding History

IVC Wealth Advisors’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 		$1.13M Buy
4,762
+78
+2% +$19.6K 0.44% 45
2026
Q1 		$976K Buy
4,684
+304
+7% +$66.9K 0.42% 46
2025
Q4 		$1.01M Buy
4,380
+170
+4% +$38.9K 0.44% 44
2025
Q3 		$924K Buy
4,210
+400
+10% +$90.5K 0.41% 46
2025
Q2 		$836K Buy
3,810
+534
+16% +$106K 0.41% 50
2025
Q1 		$623K Buy
3,276
+47
+1% +$10.2K 0.34% 63
2024
Q4 		$708K Sell
3,229
-960
-23% -$196K 0.4% 53
2024
Q3 		$781K Sell
4,189
-659
-14% -$120K 0.43% 53
2024
Q2 		$937K Buy
4,848
+126
+3% +$23.1K 0.52% 47
2024
Q1 		$852K Buy
4,722
+243
+5% +$40.6K 0.49% 54
2023
Q4 		$681K Buy
4,479
+151
+3% +$21.2K 0.42% 58
2023
Q3 		$550K Sell
4,328
-5
-0.1% -$670 0.37% 71
2023
Q2 		$565K Sell
4,333
-20
-0.5% -$2.28K 0.36% 72
2023
Q1 		$450K Buy
4,353
+3
+0.1% +$290 0.32% 76
2022
Q4 		$365K Buy
4,350
+324
+8% +$32K 0.27% 89
2022
Q3 		$455K Buy
4,026
+221
+6% +$27.9K 0.37% 67
2022
Q2 		$404K Buy
3,805
+605
+19% +$75.7K 0.31% 79
2022
Q1 		$522K Buy
3,200
+420
+15% +$64.9K 0.34% 69
2021
Q4 		$463K Buy
2,780
+60
+2% +$10.3K 0.3% 87
2021
Q3 		$447K Sell
2,720
-100
-4% -$17.2K 0.31% 83
2021
Q2 		$485K Buy
2,820
+140
+5% +$23.3K 0.34% 78
2021
Q1 		$415K Sell
2,680
-220
-8% -$34.9K 0.33% 84
2020
Q4 		$472K Buy
+2,900
New +$463K 0.45% 63

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

IVC Wealth Advisors's AMZN Position: Q2 2026 in Review

IVC Wealth Advisors increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 4,762 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #45.

IVC Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • IVC Wealth Advisors held 4,762 shares of Amazon worth $1.13M as of Q2 2026.
  • IVC Wealth Advisors bought 78 Amazon shares in Q2 2026, an estimated $19.6K.
  • Amazon made up 0.44% of IVC Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • IVC Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.