Level Four Advisory Services’s Amazon AMZN Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-100	Closed	-$8.65K	–	748
2024 Q1	$8.65K	Hold	100	–	–	﹤0.01%	769
2023 Q4	$8.65K	Hold	100	–	–	﹤0.01%	766
2023 Q3	$6.3K	Hold	100	–	–	﹤0.01%	739
2023 Q2	$6.77K	Hold	100	–	–	﹤0.01%	796
2023 Q1	$4.36K	Buy	+100	New	+$9.66K	﹤0.01%	758

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 $3.38T AUM 44.17% 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

Level Four Advisory Services's AMZN Position: Q2 2026 in Review

Level Four Advisory Services increased its Amazon (AMZN) stake by 1.6% in Q2 2026, buying an estimated $1.03M and bringing the position to 254,823 shares worth $60.7M. The position accounts for 1.72% of the portfolio, ranked #6.

Level Four Advisory Services first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. 6,165 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Level Four Advisory Services held 254,823 shares of Amazon worth $60.7M as of Q2 2026.
Level Four Advisory Services bought 4,091 Amazon shares in Q2 2026, an estimated $1.03M.
Amazon made up 1.72% of Level Four Advisory Services's portfolio in Q2 2026, its #6 holding.
Level Four Advisory Services first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
6,165 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.