MA Private Wealth’s Amazon AMZN Stock Holding History

MA Private Wealth’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	$716K	Sell	3,003 -263	-8%	-$66K	0.11%	58
2026 Q1	$680K	Buy	3,266 +1,603	+96%	+$353K	0.12%	61
2025 Q4	$384K	Hold	1,663	–	–	0.06%	70
2025 Q3	$365K	Hold	1,663	–	–	0.06%	67
2025 Q2	$365K	Hold	1,663	–	–	0.07%	68
2025 Q1	$316K	Buy	+1,663	New	+$361K	0.06%	64
2023 Q3	–	Sell	-1,569	Closed	-$205K	–	73
2023 Q2	$205K	Buy	+1,569	New	+$179K	0.05%	68
2022 Q4	–	Sell	-2,160	Closed	-$259K	–	81
2022 Q3	$259K	Sell	2,160 -80	-4%	-$10.1K	0.06%	64
2022 Q2	$247K	Sell	2,240 -320	-13%	-$40K	0.06%	63
2022 Q1	$417K	Sell	2,560 -120	-4%	-$18.5K	0.08%	65
2021 Q4	$447K	Buy	2,680 +80	+3%	+$13.7K	0.08%	65
2021 Q3	$427K	Buy	2,600 +140	+6%	+$24.1K	0.08%	65
2021 Q2	$423K	Hold	2,460	–	–	0.08%	67
2021 Q1	$381K	Buy	2,460 +360	+17%	+$57.1K	0.08%	67
2020 Q4	$342K	Buy	+2,100	New	+$335K	0.08%	58

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

MA Private Wealth's AMZN Position: Q2 2026 in Review

MA Private Wealth reduced its Amazon (AMZN) stake by 8.1% in Q2 2026, selling an estimated $66K and leaving 3,003 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #58.

MA Private Wealth first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

MA Private Wealth held 3,003 shares of Amazon worth $716K as of Q2 2026.
MA Private Wealth sold 263 Amazon shares in Q2 2026, an estimated $66K.
Amazon made up 0.11% of MA Private Wealth's portfolio in Q2 2026, its #58 holding.
MA Private Wealth first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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