MAG
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M3 Advisory Group’s Amazon AMZN Stock Holding History

M3 Advisory 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
2026
Q2 		$2.42M Sell
10,146
-187
-2% -$46.9K 1.25% 19
2026
Q1 		$2.15M Buy
10,333
+145
+1% +$31.9K 1.33% 18
2025
Q4 		$2.35M Buy
10,188
+411
+4% +$94K 1.43% 18
2025
Q3 		$2.15M Buy
9,777
+399
+4% +$90.3K 1.34% 18
2025
Q2 		$2.06M Buy
9,378
+3
+0% +$594 1.42% 18
2025
Q1 		$1.78M Sell
9,375
-1,920
-17% -$417K 1.41% 17
2024
Q4 		$2.48M Buy
11,295
+237
+2% +$48.5K 1.77% 15
2024
Q3 		$2.06M Buy
11,058
+1,036
+10% +$189K 1.51% 17
2024
Q2 		$1.94M Buy
10,022
+1,378
+16% +$253K 1.59% 16
2024
Q1 		$1.56M Buy
8,644
+2,058
+31% +$344K 1.41% 20
2023
Q4 		$1M Buy
+6,586
New +$923K 1.17% 22

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

M3 Advisory Group's AMZN Position: Q2 2026 in Review

M3 Advisory Group reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $46.9K and leaving 10,146 shares worth $2.42M. The position accounts for 1.25% of the portfolio, ranked #19.

M3 Advisory Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • M3 Advisory Group held 10,146 shares of Amazon worth $2.42M as of Q2 2026.
  • M3 Advisory Group sold 187 Amazon shares in Q2 2026, an estimated $46.9K.
  • Amazon made up 1.25% of M3 Advisory Group's portfolio in Q2 2026, its #19 holding.
  • M3 Advisory Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • M3 Advisory Group's Amazon position peaked at $2.48M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.