Legacy Wealth Management (Idaho)’s Amazon AMZN Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.03M	Sell	4,342 -1,037	-19%	-$260K	0.43%	66
2026 Q1	$1.12M	Sell	5,379 -452	-8%	-$99.5K	0.56%	46
2025 Q4	$1.35M	Buy	5,831 +1,384	+31%	+$317K	0.64%	32
2025 Q3	$976K	Buy	4,447 +327	+8%	+$74K	0.44%	49
2025 Q2	$904K	Buy	4,120 +55	+1%	+$10.9K	0.47%	38
2025 Q1	$773K	Buy	4,065 +124	+3%	+$26.9K	0.55%	38
2024 Q4	$903K	Sell	3,941 -934	-19%	-$191K	0.58%	33
2024 Q3	$1.04M	Buy	+4,875	New	+$889K	0.61%	26

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

Legacy Wealth Management (Idaho)'s AMZN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Amazon (AMZN) stake by 19% in Q2 2026, selling an estimated $260K and leaving 4,342 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #66.

Legacy Wealth Management (Idaho) first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Legacy Wealth Management (Idaho) held 4,342 shares of Amazon worth $1.03M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 1,037 Amazon shares in Q2 2026, an estimated $260K.
Amazon made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #66 holding.
Legacy Wealth Management (Idaho) first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Amazon position peaked at $1.35M in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.