Ledgewood Wealth Advisors’s Amazon AMZN Stock Holding History

Ledgewood 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	$809K	Hold	3,394	–	–	0.43%	34
2026 Q1	$707K	Hold	3,394	–	–	0.4%	37
2025 Q4	$783K	Sell	3,394 -200	-6%	-$45.8K	0.45%	33
2025 Q3	$789K	Hold	3,594	–	–	0.47%	33
2025 Q2	$788K	Hold	3,594	–	–	0.5%	32
2025 Q1	$684K	Hold	3,594	–	–	0.44%	34
2024 Q4	$788K	Sell	3,594 -38	-1%	-$7.77K	0.51%	31
2024 Q3	$677K	Hold	3,632	–	–	0.46%	29
2024 Q2	$702K	Hold	3,632	–	–	0.61%	26
2024 Q1	$655K	Sell	3,632 -200	-5%	-$33.4K	0.61%	26
2023 Q4	$582K	Buy	+3,832	New	+$537K	0.54%	27

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

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

Ledgewood Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 3,394 shares worth $809K. The position accounts for 0.43% of the portfolio, ranked #34.

Ledgewood Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Ledgewood Wealth Advisors held 3,394 shares of Amazon worth $809K as of Q2 2026.
Ledgewood Wealth Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.43% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Ledgewood Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.