KWB Wealth’s Amazon AMZN Stock Holding History

KWB 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	$456K	Buy	1,912 +438	+30%	+$110K	0.04%	115
2026 Q1	$340K	Hold	1,474	–	–	0.03%	123
2025 Q4	$340K	Buy	+1,474	New	+$337K	0.03%	132

Other funds holding AMZN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

KWB Wealth's AMZN Position: Q2 2026 in Review

KWB Wealth increased its Amazon (AMZN) stake by 30% in Q2 2026, buying an estimated $110K and bringing the position to 1,912 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #115.

KWB Wealth first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

KWB Wealth held 1,912 shares of Amazon worth $456K as of Q2 2026.
KWB Wealth bought 438 Amazon shares in Q2 2026, an estimated $110K.
Amazon made up 0.04% of KWB Wealth's portfolio in Q2 2026, its #115 holding.
KWB Wealth first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.