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Mattern Wealth Management’s Amazon AMZN Stock Holding History

Mattern 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 		$7.01M Buy
29,425
+1,599
+6% +$401K 1.15% 21
2026
Q1 		$5.8M Sell
27,826
-161
-0.6% -$35.4K 1.13% 22
2025
Q4 		$6.46M Sell
27,987
-208
-0.7% -$47.6K 1.24% 19
2025
Q3 		$6.19M Sell
28,195
-25
-0.1% -$5.66K 1.24% 19
2025
Q2 		$6.19M Sell
28,220
-215
-0.8% -$42.5K 1.29% 17
2025
Q1 		$5.41M Sell
28,435
-137
-0.5% -$29.7K 1.2% 18
2024
Q4 		$6.27M Buy
28,572
+32
+0.1% +$6.55K 1.38% 17
2024
Q3 		$5.32M Sell
28,540
-792
-3% -$145K 1.17% 18
2024
Q2 		$5.67M Sell
29,332
-519
-2% -$95.3K 1.36% 12
2024
Q1 		$5.38M Sell
29,851
-115
-0.4% -$19.2K 1.31% 16
2023
Q4 		$4.55M Buy
29,966
+1,623
+6% +$228K 1.17% 18
2023
Q3 		$3.6M Sell
28,343
-840
-3% -$113K 1.06% 22
2023
Q2 		$3.8M Sell
29,183
-384
-1% -$43.9K 1.11% 20
2023
Q1 		$3.05M Sell
29,567
-9,082
-23% -$877K 1.01% 22
2022
Q4 		$3.25M Sell
38,649
-665
-2% -$65.7K 1.31% 18
2022
Q3 		$4.44M Sell
39,314
-15
-0% -$1.9K 1.79% 10
2022
Q2 		$4.18M Buy
39,329
+909
+2% +$114K 1.63% 12
2022
Q1 		$6.26M Buy
38,420
+3,380
+10% +$522K 2.05% 9
2021
Q4 		$5.84M Buy
35,040
+2,320
+7% +$397K 1.72% 12
2021
Q3 		$5.37M Buy
32,720
+280
+0.9% +$48.3K 1.81% 15
2021
Q2 		$5.8M Buy
32,440
+80
+0.2% +$13.3K 1.85% 15
2021
Q1 		$5.01M Buy
32,360
+9,320
+40% +$1.48M 1.76% 14
2020
Q4 		$3.75M Sell
23,040
-520
-2% -$83K 1.42% 18
2020
Q3 		$3.71M Buy
23,560
+1,100
+5% +$173K 1.59% 17
2020
Q2 		$3.1M Buy
22,460
+120
+0.5% +$14.5K 1.51% 16
2020
Q1 		$2.18M Buy
22,340
+560
+3% +$54.2K 1.57% 14
2019
Q4 		$2.01M Buy
+21,780
New +$1.93M 1.21% 27

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

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

Mattern Wealth Management increased its Amazon (AMZN) stake by 5.7% in Q2 2026, buying an estimated $401K and bringing the position to 29,425 shares worth $7.01M. The position accounts for 1.15% of the portfolio, ranked #21.

Mattern Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mattern Wealth Management held 29,425 shares of Amazon worth $7.01M as of Q2 2026.
  • Mattern Wealth Management bought 1,599 Amazon shares in Q2 2026, an estimated $401K.
  • Amazon made up 1.15% of Mattern Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Mattern Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.