Level Wealth Management’s Amazon AMZN Stock Holding History

Level Wealth Management’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	$281K	Buy	1,180 +140	+13%	+$35.1K	0.11%	58
2026 Q1	$217K	Hold	1,040	–	–	0.1%	65
2025 Q4	$240K	Sell	1,040 -730	-41%	-$167K	0.12%	55
2025 Q3	$389K	Sell	1,770 -50	-3%	-$11.3K	0.2%	41
2025 Q2	$399K	Sell	1,820 -89	-5%	-$17.6K	0.23%	40
2025 Q1	$363K	Buy	1,909 +50	+3%	+$10.8K	0.24%	37
2024 Q4	$408K	Buy	+1,859	New	+$380K	0.29%	33

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

Level Wealth Management's AMZN Position: Q2 2026 in Review

Level Wealth Management increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,180 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #58.

Level Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q4 2024. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Level Wealth Management held 1,180 shares of Amazon worth $281K as of Q2 2026.
Level Wealth Management bought 140 Amazon shares in Q2 2026, an estimated $35.1K.
Amazon made up 0.11% of Level Wealth Management's portfolio in Q2 2026, its #58 holding.
Level Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Amazon position peaked at $408K in Q4 2024.
6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.