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MBM Wealth Consultants’s Amazon AMZN Stock Holding History

MBM Wealth Consultants’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 		$3.17M Buy
13,291
+908
+7% +$228K 0.61% 24
2026
Q1 		$2.58M Buy
12,383
+368
+3% +$81K 0.59% 24
2025
Q4 		$2.77M Buy
12,015
+83
+0.7% +$19K 0.66% 21
2025
Q3 		$2.62M Sell
11,932
-376
-3% -$85.1K 0.65% 23
2025
Q2 		$2.7M Buy
12,308
+1,047
+9% +$207K 0.72% 21
2025
Q1 		$2.14M Buy
11,261
+2,683
+31% +$582K 0.63% 21
2024
Q4 		$1.89M Buy
8,578
+48
+0.6% +$9.82K 0.56% 25
2024
Q3 		$1.59M Buy
8,530
+660
+8% +$120K 0.5% 30
2024
Q2 		$1.57M Sell
7,870
-129
-2% -$23.7K 0.54% 25
2024
Q1 		$1.44M Sell
7,999
-134
-2% -$22.4K 0.51% 26
2023
Q4 		$1.31M Sell
8,133
-16
-0.2% -$2.24K 0.49% 27
2023
Q3 		$1.06M Sell
8,149
-735
-8% -$98.5K 0.46% 29
2023
Q2 		$1.16M Buy
8,884
+865
+11% +$98.8K 0.5% 25
2023
Q1 		$8.81M Hold
8,019
– – 3.59% 9
2022
Q4 		$688K Buy
8,019
+2,309
+40% +$228K 0.32% 39
2022
Q3 		$662K Buy
5,710
+1,081
+23% +$137K 0.32% 35
2022
Q2 		$492K Sell
4,629
-651
-12% -$81.5K 0.24% 48
2022
Q1 		$861K Buy
5,280
+5,060
+2,300% +$782K 0.36% 37
2021
Q4 		$37K Buy
220
+80
+57% +$13.7K 0.02% 183
2021
Q3 		$23K Hold
140
– – 0.01% 200
2021
Q2 		$24K Hold
140
– – 0.01% 182
2021
Q1 		$22K Buy
+140
New +$22.2K 0.01% 184

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

MBM Wealth Consultants's AMZN Position: Q2 2026 in Review

MBM Wealth Consultants increased its Amazon (AMZN) stake by 7.3% in Q2 2026, buying an estimated $228K and bringing the position to 13,291 shares worth $3.17M. The position accounts for 0.61% of the portfolio, ranked #24.

MBM Wealth Consultants first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.81M in Q1 2023. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • MBM Wealth Consultants held 13,291 shares of Amazon worth $3.17M as of Q2 2026.
  • MBM Wealth Consultants bought 908 Amazon shares in Q2 2026, an estimated $228K.
  • Amazon made up 0.61% of MBM Wealth Consultants's portfolio in Q2 2026, its #24 holding.
  • MBM Wealth Consultants first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • MBM Wealth Consultants's Amazon position peaked at $8.81M in Q1 2023.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.