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Legacy Capital Wealth Partners’s Amazon AMZN Stock Holding History

Legacy Capital Wealth Partners’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 		$3.96M Sell
16,629
-1,348
-7% -$338K 0.76% 23
2026
Q1 		$3.74M Buy
17,977
+424
+2% +$93.4K 0.77% 20
2025
Q4 		$4.05M Sell
17,553
-347
-2% -$79.4K 0.87% 19
2025
Q3 		$3.93M Sell
17,900
-936
-5% -$212K 0.85% 20
2025
Q2 		$4.13M Buy
18,836
+850
+5% +$168K 0.94% 20
2025
Q1 		$3.42M Buy
17,986
+94
+0.5% +$20.4K 0.84% 18
2024
Q4 		$3.93M Sell
17,892
-309
-2% -$63.2K 0.97% 17
2024
Q3 		$3.39M Buy
18,201
+217
+1% +$39.6K 0.68% 26
2024
Q2 		$3.48M Sell
17,984
-4,088
-19% -$751K 0.89% 22
2024
Q1 		$2.36M Buy
22,072
+6,376
+41% +$1.06M 1.68% 19
2023
Q4 		$2.38M Sell
15,696
-70
-0.4% -$9.81K 0.68% 29
2023
Q3 		$2M Buy
+15,766
New +$2.11M 0.55% 33
2023
Q2 		– Sell
-12,760
Closed -$1.32M – 52
2023
Q1 		$1.32M Buy
+12,760
New +$1.23M 0.36% 51
2022
Q1 		– Sell
-1,460
Closed -$240K – 52
2021
Q4 		$240K Buy
1,460
+180
+14% +$30.8K 0.1% 41
2021
Q3 		$210K Hold
1,280
– – 0.08% 43
2021
Q2 		$220K Buy
+1,280
New +$213K 0.12% 24
2021
Q1 		– Sell
-1,580
Closed -$257K – 88
2020
Q4 		$257K Buy
+1,580
New +$252K 0.11% 67

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

Legacy Capital Wealth Partners's AMZN Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Amazon (AMZN) stake by 7.5% in Q2 2026, selling an estimated $338K and leaving 16,629 shares worth $3.96M. The position accounts for 0.76% of the portfolio, ranked #23.

Legacy Capital Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.13M in Q2 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Legacy Capital Wealth Partners held 16,629 shares of Amazon worth $3.96M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,348 Amazon shares in Q2 2026, an estimated $338K.
  • Amazon made up 0.76% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Legacy Capital Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 17 quarters since.
  • Legacy Capital Wealth Partners's Amazon position peaked at $4.13M in Q2 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.