MWM
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Marion Wealth Management’s Amazon AMZN Stock Holding History

Marion Wealth Management’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 		$4.13M Buy
17,323
+478
+3% +$120K 0.84% 29
2026
Q1 		$3.51M Buy
16,845
+1,085
+7% +$239K 0.78% 30
2025
Q4 		$3.77M Buy
15,760
+266
+2% +$60.9K 0.84% 31
2025
Q3 		$3.4M Sell
15,494
-470
-3% -$106K 0.81% 31
2025
Q2 		$3.5M Buy
15,964
+545
+4% +$108K 0.88% 30
2025
Q1 		$2.93M Buy
15,419
+1,323
+9% +$287K 0.78% 32
2024
Q4 		$3.09M Buy
14,096
+9,011
+177% +$1.84M 0.82% 32
2024
Q3 		$947K Buy
5,085
+174
+4% +$31.7K 0.25% 77
2024
Q2 		$949K Buy
4,911
+422
+9% +$77.5K 0.28% 74
2024
Q1 		$810K Buy
4,489
+168
+4% +$28K 0.24% 77
2023
Q4 		$657K Buy
4,321
+67
+2% +$9.39K 0.21% 78
2023
Q3 		$541K Hold
4,254
– – 0.19% 82
2023
Q2 		$555K Buy
4,254
+336
+9% +$38.4K 0.2% 79
2023
Q1 		$405K Buy
3,918
+62
+2% +$5.99K 0.15% 86
2022
Q4 		$324K Sell
3,856
-240
-6% -$23.7K 0.14% 87
2022
Q3 		$463K Buy
4,096
+2,141
+110% +$271K 0.24% 76
2022
Q2 		$208K Buy
1,955
+15
+0.8% +$1.88K 0.11% 98
2022
Q1 		$316K Buy
1,940
+40
+2% +$6.18K 0.15% 83
2021
Q4 		$317K Buy
+1,900
New +$325K 0.15% 87

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

Marion Wealth Management's AMZN Position: Q2 2026 in Review

Marion Wealth Management increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $120K and bringing the position to 17,323 shares worth $4.13M. The position accounts for 0.84% of the portfolio, ranked #29.

Marion Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Marion Wealth Management held 17,323 shares of Amazon worth $4.13M as of Q2 2026.
  • Marion Wealth Management bought 478 Amazon shares in Q2 2026, an estimated $120K.
  • Amazon made up 0.84% of Marion Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Marion Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.