Magnolia Private Wealth’s Amazon AMZN Stock Holding History

Magnolia 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	$1.23M	Buy	5,170 +975	+23%	+$245K	0.68%	38
2026 Q1	$874K	Buy	4,195 +330	+9%	+$72.7K	0.58%	47
2025 Q4	$892K	Buy	3,865 +140	+4%	+$32K	0.62%	43
2025 Q3	$818K	Buy	3,725 +56	+2%	+$12.7K	0.6%	45
2025 Q2	$805K	Sell	3,669 -119	-3%	-$23.5K	0.62%	42
2025 Q1	$721K	Buy	3,788 +899	+31%	+$195K	0.59%	43
2024 Q4	$634K	Buy	+2,889	New	+$591K	0.54%	45

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

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

Magnolia Private Wealth increased its Amazon (AMZN) stake by 23% in Q2 2026, buying an estimated $245K and bringing the position to 5,170 shares worth $1.23M. The position accounts for 0.68% of the portfolio, ranked #38.

Magnolia Private Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Magnolia Private Wealth held 5,170 shares of Amazon worth $1.23M as of Q2 2026.
Magnolia Private Wealth bought 975 Amazon shares in Q2 2026, an estimated $245K.
Amazon made up 0.68% of Magnolia Private Wealth's portfolio in Q2 2026, its #38 holding.
Magnolia Private Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.