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Joseph Group Capital Management’s Amazon AMZN Stock Holding History

Joseph Group Capital 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
2026
Q2 		$5.5M Sell
23,056
-674
-3% -$169K 1.15% 30
2026
Q1 		$4.94M Buy
23,730
+4,533
+24% +$998K 1.23% 27
2025
Q4 		$4.43M Buy
19,197
+1,572
+9% +$360K 1.16% 30
2025
Q3 		$3.87M Buy
17,625
+958
+6% +$217K 1.09% 35
2025
Q2 		$3.66M Buy
16,667
+656
+4% +$130K 1.23% 24
2025
Q1 		$3.05M Buy
+16,011
New +$3.47M 1.16% 33

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

Joseph Group Capital Management's AMZN Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Amazon (AMZN) stake by 2.8% in Q2 2026, selling an estimated $169K and leaving 23,056 shares worth $5.5M. The position accounts for 1.15% of the portfolio, ranked #30.

Joseph Group Capital Management first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Joseph Group Capital Management held 23,056 shares of Amazon worth $5.5M as of Q2 2026.
  • Joseph Group Capital Management sold 674 Amazon shares in Q2 2026, an estimated $169K.
  • Amazon made up 1.15% of Joseph Group Capital Management's portfolio in Q2 2026, its #30 holding.
  • Joseph Group Capital Management first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.