Madison Wealth Partners
AMZN icon

Madison Wealth Partners’s Amazon AMZN Stock Holding History

Madison Wealth Partners’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 		$5.77M Buy
24,219
+2,431
+11% +$610K 0.73% 27
2026
Q1 		$4.54M Buy
21,788
+2,075
+11% +$457K 0.72% 25
2025
Q4 		$4.55M Sell
19,713
-136
-0.7% -$31.1K 0.83% 22
2025
Q3 		$4.36M Hold
19,849
– – 0.86% 19
2025
Q2 		$4.35M Sell
19,849
-243
-1% -$48.1K 0.95% 18
2025
Q1 		$3.82M Buy
20,092
+375
+2% +$81.4K 0.94% 19
2024
Q4 		$4.33M Sell
19,717
-783
-4% -$160K 1.21% 17
2024
Q3 		$3.82M Buy
20,500
+3,366
+20% +$614K 1.13% 17
2024
Q2 		$3.31M Sell
17,134
-531
-3% -$97.5K 1.14% 17
2024
Q1 		$3.19M Buy
17,665
+153
+0.9% +$25.5K 1.15% 17
2023
Q4 		$2.66M Buy
17,512
+4,859
+38% +$681K 1.06% 19
2023
Q3 		$1.61M Buy
12,653
+111
+0.9% +$14.9K 0.81% 21
2023
Q2 		$1.64M Buy
12,542
+77
+0.6% +$8.79K 0.76% 21
2023
Q1 		$1.29M Sell
12,465
-531
-4% -$51.3K 0.65% 22
2022
Q4 		$1.09M Buy
12,996
+3,986
+44% +$394K 0.64% 22
2022
Q3 		$1.02M Buy
9,010
+349
+4% +$44.1K 0.67% 19
2022
Q2 		$920K Buy
8,661
+761
+10% +$95.2K 0.58% 21
2022
Q1 		$1.29M Buy
7,900
+300
+4% +$46.4K 0.72% 19
2021
Q4 		$1.27M Hold
7,600
– – 0.64% 19
2021
Q3 		$1.25M Buy
7,600
+1,080
+17% +$186K 0.7% 19
2021
Q2 		$1.12M Buy
6,520
+4,280
+191% +$711K 0.64% 19
2021
Q1 		$365K Hold
2,240
– – 0.26% 30
2020
Q4 		$364K Buy
+2,240
New +$357K 0.24% 31

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 $3.38T AUM 44.17% 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

Madison Wealth Partners's AMZN Position: Q2 2026 in Review

Madison Wealth Partners increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $610K and bringing the position to 24,219 shares worth $5.77M. The position accounts for 0.73% of the portfolio, ranked #27.

Madison Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,178 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Madison Wealth Partners held 24,219 shares of Amazon worth $5.77M as of Q2 2026.
  • Madison Wealth Partners bought 2,431 Amazon shares in Q2 2026, an estimated $610K.
  • Amazon made up 0.73% of Madison Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Madison Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,178 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.