MSWMA
AMZN icon

Market Street Wealth Management Advisors’s Amazon AMZN Stock Holding History

Market Street Wealth Management Advisors’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 		$1.89M Buy
7,917
+509
+7% +$128K 0.27% 44
2026
Q1 		$1.54M Buy
7,408
+497
+7% +$109K 0.24% 46
2025
Q4 		$1.6M Sell
6,911
-87
-1% -$19.9K 0.25% 46
2025
Q3 		$1.54M Buy
6,998
+344
+5% +$77.9K 0.24% 46
2025
Q2 		$1.46M Buy
6,654
+102
+2% +$20.2K 0.24% 46
2025
Q1 		$1.25M Buy
6,552
+987
+18% +$214K 0.21% 51
2024
Q4 		$1.22M Buy
5,565
+918
+20% +$188K 0.21% 48
2024
Q3 		$866K Buy
4,647
+323
+7% +$58.9K 0.14% 54
2024
Q2 		$836K Buy
4,324
+17
+0.4% +$3.12K 0.14% 54
2024
Q1 		$777K Buy
4,307
+87
+2% +$14.5K 0.14% 60
2023
Q4 		$641K Buy
4,220
+673
+19% +$94.3K 0.13% 67
2023
Q3 		$451K Buy
3,547
+1,355
+62% +$182K 0.12% 72
2023
Q2 		$286K Sell
2,192
-39
-2% -$4.45K 0.07% 83
2023
Q1 		$230K Buy
+2,231
New +$216K 0.06% 89
2022
Q4 		– Sell
-2,080
Closed -$235K – 91
2022
Q3 		$235K Sell
2,080
-20
-1% -$2.53K 0.07% 87
2022
Q2 		$223K Buy
2,100
+80
+4% +$10K 0.07% 81
2022
Q1 		$329K Hold
2,020
– – 0.12% 67
2021
Q4 		$337K Sell
2,020
-100
-5% -$17.1K 0.11% 66
2021
Q3 		$348K Buy
2,120
+100
+5% +$17.2K 0.14% 59
2021
Q2 		$347K Sell
2,020
-60
-3% -$9.97K 0.15% 54
2021
Q1 		$322K Buy
2,080
+80
+4% +$12.7K 0.19% 52
2020
Q4 		$326K Sell
2,000
-480
-19% -$76.6K 0.25% 38
2020
Q3 		$390K Buy
2,480
+40
+2% +$6.31K 0.35% 36
2020
Q2 		$337K Hold
2,440
– – 0.31% 38
2020
Q1 		$238K Buy
+2,440
New +$236K 0.26% 41

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Market Street Wealth Management Advisors's AMZN Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Amazon (AMZN) stake by 6.9% in Q2 2026, buying an estimated $128K and bringing the position to 7,917 shares worth $1.89M. The position accounts for 0.27% of the portfolio, ranked #44.

Market Street Wealth Management Advisors first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. 3,667 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Market Street Wealth Management Advisors held 7,917 shares of Amazon worth $1.89M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 509 Amazon shares in Q2 2026, an estimated $128K.
  • Amazon made up 0.27% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #44 holding.
  • Market Street Wealth Management Advisors first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.