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Levy Wealth Management Group’s Amazon AMZN Stock Holding History

Levy Wealth Management Group’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 		$1.72M Buy
8,887
+106
+1% +$19.5K 0.44% 25
2024
Q1 		$1.33M Hold
8,781
– – 0.37% 34
2023
Q4 		$1.33M Hold
8,781
– – 0.37% 34
2023
Q3 		$1.12M Hold
8,781
– – 0.35% 38
2023
Q2 		$1.14M Hold
8,781
– – 0.34% 38
2023
Q1 		$907K Buy
8,781
+1,937
+28% +$187K 0.28% 41
2022
Q4 		$575K Sell
6,844
-416
-6% -$41.1K 0.19% 48
2022
Q3 		$820K Buy
7,260
+2,560
+54% +$324K 0.35% 33
2022
Q2 		$499K Buy
4,700
+480
+11% +$60.1K 0.23% 43
2022
Q1 		$688K Sell
4,220
-580
-12% -$89.6K 0.29% 33
2021
Q4 		$800K Sell
4,800
-100
-2% -$17.1K 0.36% 32
2021
Q3 		$805K Buy
4,900
+500
+11% +$86.2K 0.44% 30
2021
Q2 		$757K Buy
4,400
+200
+5% +$33.2K 0.44% 31
2021
Q1 		$650K Sell
4,200
-1,880
-31% -$298K 0.43% 32
2020
Q4 		$990K Buy
+6,080
New +$970K 0.7% 24

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Levy Wealth Management Group's AMZN Position: Q2 2024 in Review

Levy Wealth Management Group increased its Amazon (AMZN) stake by 1.2% in Q2 2024, buying an estimated $19.5K and bringing the position to 8,887 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #25.

Levy Wealth Management Group first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. 4,932 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Levy Wealth Management Group held 8,887 shares of Amazon worth $1.72M as of Q2 2024.
  • Levy Wealth Management Group bought 106 Amazon shares in Q2 2024, an estimated $19.5K.
  • Amazon made up 0.44% of Levy Wealth Management Group's portfolio in Q2 2024, its #25 holding.
  • Levy Wealth Management Group first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
  • 4,932 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.