MGWM
AMZN icon

Marks Group Wealth Management’s Amazon AMZN Stock Holding History

Marks Group 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 		$11.3M Sell
47,402
-3,239
-6% -$813K 0.98% 20
2026
Q1 		$10.5M Sell
50,641
-2,182
-4% -$480K 1.02% 18
2025
Q4 		$12.2M Buy
52,823
+9,232
+21% +$2.11M 1.17% 14
2025
Q3 		$9.57M Sell
43,591
-442
-1% -$100K 0.89% 26
2025
Q2 		$9.66M Buy
44,033
+464
+1% +$91.8K 0.9% 27
2025
Q1 		$8.29M Buy
43,569
+191
+0.4% +$41.4K 0.8% 52
2024
Q4 		$9.52M Buy
43,378
+211
+0.5% +$43.2K 0.94% 24
2024
Q3 		$8.04M Buy
43,167
+7,917
+22% +$1.44M 0.77% 67
2024
Q2 		$6.81M Buy
35,250
+501
+1% +$92K 0.72% 70
2024
Q1 		$6.27M Buy
34,749
+1,205
+4% +$201K 0.66% 70
2023
Q4 		$5.1M Buy
33,544
+2,177
+7% +$305K 0.58% 73
2023
Q3 		$3.99M Buy
31,367
+216
+0.7% +$28.9K 0.49% 80
2023
Q2 		$4.06M Buy
31,151
+164
+0.5% +$18.7K 0.48% 82
2023
Q1 		$3.2M Buy
30,987
+1,111
+4% +$107K 0.41% 86
2022
Q4 		$2.51M Buy
29,876
+580
+2% +$57.3K 0.34% 99
2022
Q3 		$3.31M Buy
29,296
+736
+3% +$93K 0.5% 74
2022
Q2 		$3.03M Buy
28,560
+1,320
+5% +$165K 0.44% 80
2022
Q1 		$4.44M Buy
27,240
+3,380
+14% +$522K 0.56% 74
2021
Q4 		$3.93M Buy
23,860
+1,860
+8% +$318K 0.48% 76
2021
Q3 		$3.59M Buy
22,000
+280
+1% +$48.3K 0.49% 76
2021
Q2 		$3.63M Buy
21,720
+460
+2% +$76.5K 0.5% 91
2021
Q1 		$3.23M Buy
21,260
+1,560
+8% +$247K 0.48% 92
2020
Q4 		$3.21M Buy
19,700
+940
+5% +$150K 0.5% 89
2020
Q3 		$2.95M Buy
18,760
+80
+0.4% +$12.6K 0.53% 82
2020
Q2 		$2.67M Buy
18,680
+12,180
+187% +$1.47M 0.54% 83
2020
Q1 		$641K Sell
6,500
-6,780
-51% -$656K 0.17% 138
2019
Q4 		$1.23M Buy
+13,280
New +$1.18M 0.24% 126

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

Marks Group Wealth Management's AMZN Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Amazon (AMZN) stake by 6.4% in Q2 2026, selling an estimated $813K and leaving 47,402 shares worth $11.3M. The position accounts for 0.98% of the portfolio, ranked #20.

Marks Group Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Marks Group Wealth Management held 47,402 shares of Amazon worth $11.3M as of Q2 2026.
  • Marks Group Wealth Management sold 3,239 Amazon shares in Q2 2026, an estimated $813K.
  • Amazon made up 0.98% of Marks Group Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Marks Group Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Amazon position peaked at $12.2M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.