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

Legacy Wealth Management (Tennessee)’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
2025
Q2 		– Sell
-2,044
Closed -$389K – 32
2025
Q1 		$389K Sell
2,044
-317
-13% -$68.8K 0.03% 28
2024
Q4 		$518K Buy
2,361
+23
+1% +$4.71K 0.03% 26
2024
Q3 		$436K Buy
+2,338
New +$427K 0.03% 29

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s AMZN Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Amazon (AMZN) in Q2 2025, closing a stake of 2,044 shares — an estimated $389K sold.

Legacy Wealth Management (Tennessee) first reported a position in AMZN in Q3 2024 and held it in 3 quarters. The position peaked at $518K in Q4 2024. 5,545 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Amazon position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 2,044 Amazon shares in Q2 2025, an estimated $389K.
  • Legacy Wealth Management (Tennessee) first reported a position in Amazon in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s Amazon position peaked at $518K in Q4 2024.
  • 5,545 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.