Massachusetts Wealth Management’s Amazon AMZN Stock Holding History

Massachusetts 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	$2.27M	Buy	9,510 +210	+2%	+$52.7K	0.86%	46
2026 Q1	$1.94M	Buy	9,300 +165	+2%	+$36.3K	0.84%	49
2025 Q4	$2.11M	Buy	9,135 +250	+3%	+$57.2K	0.98%	43
2025 Q3	$1.95M	Buy	8,885 +150	+2%	+$34K	0.97%	43
2025 Q2	$1.92M	Buy	+8,735	New	+$1.73M	1.08%	38
2025 Q1	–	Sell	-8,330	Closed	-$1.83M	–	86
2024 Q4	$1.83M	Buy	8,330 +352	+4%	+$72K	1.13%	42
2024 Q3	$1.49M	Buy	7,978 +4,001	+101%	+$730K	0.94%	46
2024 Q2	$769K	Buy	3,977 +151	+4%	+$27.7K	0.52%	67
2024 Q1	$690K	Buy	3,826 +101	+3%	+$16.9K	0.49%	66
2023 Q4	$566K	Hold	3,725	–	–	0.46%	69
2023 Q3	$474K	Hold	3,725	–	–	0.43%	68
2023 Q2	$486K	Hold	3,725	–	–	0.46%	65
2023 Q1	$385K	Hold	3,725	–	–	0.4%	65
2022 Q4	$384K	Buy	+3,725	New	+$368K	0.37%	66

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

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

Massachusetts Wealth Management increased its Amazon (AMZN) stake by 2.3% in Q2 2026, buying an estimated $52.7K and bringing the position to 9,510 shares worth $2.27M. The position accounts for 0.86% of the portfolio, ranked #46.

Massachusetts Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Massachusetts Wealth Management held 9,510 shares of Amazon worth $2.27M as of Q2 2026.
Massachusetts Wealth Management bought 210 Amazon shares in Q2 2026, an estimated $52.7K.
Amazon made up 0.86% of Massachusetts Wealth Management's portfolio in Q2 2026, its #46 holding.
Massachusetts Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.