Marks Wealth’s Amazon AMZN Stock Holding History

Marks 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	$234K	Hold	980	–	–	0.05%	18
2026 Q1	$204K	Hold	980	–	–	0.05%	12
2025 Q4	$226K	Sell	980 -200	-17%	-$45.8K	0.08%	19
2025 Q3	$259K	Hold	1,180	–	–	0.08%	19
2025 Q2	$259K	Hold	1,180	–	–	0.08%	18
2025 Q1	$225K	Hold	1,180	–	–	0.08%	12
2024 Q4	$259K	Hold	1,180	–	–	0.12%	13
2024 Q3	$220K	Sell	1,180 -200	-14%	-$36.5K	0.09%	22
2024 Q2	$267K	Buy	1,380 +160	+13%	+$29.4K	0.12%	13
2024 Q1	$220K	Buy	+1,220	New	+$204K	0.08%	13
2022 Q2	–	Sell	-2,300	Closed	-$375K	–	17
2022 Q1	$375K	Buy	2,300 +500	+28%	+$77.3K	0.11%	27
2021 Q4	$300K	Buy	1,800 +200	+13%	+$34.2K	0.09%	28
2021 Q3	$263K	Hold	1,600	–	–	0.09%	31
2021 Q2	$275K	Sell	1,600 -2,020	-56%	-$336K	0.09%	34
2021 Q1	$560K	Sell	3,620 -7,600	-68%	-$1.2M	0.18%	26
2020 Q4	$1.83M	Buy	+11,220	New	+$1.79M	0.63%	20

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

Marks Wealth's AMZN Position: Q2 2026 in Review

Marks Wealth held its Amazon (AMZN) position steady in Q2 2026 at 980 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #18.

Marks Wealth first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.83M in Q4 2020. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Marks Wealth held 980 shares of Amazon worth $234K as of Q2 2026.
Marks Wealth left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.05% of Marks Wealth's portfolio in Q2 2026, its #18 holding.
Marks Wealth first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
Marks Wealth's Amazon position peaked at $1.83M in Q4 2020.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.