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McKinley Carter Wealth Services’s Amazon AMZN Stock Holding History

McKinley Carter Wealth Services’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 		$11.2M Sell
47,105
-127
-0.3% -$31.9K 0.58% 40
2026
Q1 		$9.84M Sell
47,232
-2,049
-4% -$451K 0.57% 42
2025
Q4 		$11.4M Sell
49,281
-1,158
-2% -$265K 0.64% 38
2025
Q3 		$11.1M Sell
50,439
-305
-0.6% -$69K 0.58% 39
2025
Q2 		$11.1M Buy
50,744
+1,848
+4% +$366K 0.62% 38
2025
Q1 		$9.3M Buy
48,896
+965
+2% +$209K 0.57% 41
2024
Q4 		$10.5M Sell
47,931
-244
-0.5% -$49.9K 0.64% 36
2024
Q3 		$8.98M Buy
48,175
+1,676
+4% +$306K 0.54% 42
2024
Q2 		$8.99M Buy
46,499
+5,292
+13% +$972K 0.57% 45
2024
Q1 		$7.43M Buy
41,207
+33,611
+442% +$5.61M 0.5% 50
2023
Q4 		$1.15M Sell
7,596
-189
-2% -$26.5K 0.08% 140
2023
Q3 		$990K Buy
7,785
+19
+0.2% +$2.55K 0.08% 145
2023
Q2 		$1.01M Sell
7,766
-621
-7% -$70.9K 0.08% 148
2023
Q1 		$866K Sell
8,387
-2,889
-26% -$279K 0.07% 155
2022
Q4 		$947K Sell
11,276
-1,910
-14% -$189K 0.08% 143
2022
Q3 		$1.49M Buy
13,186
+430
+3% +$54.4K 0.14% 106
2022
Q2 		$1.35M Buy
12,756
+2,836
+29% +$355K 0.12% 117
2022
Q1 		$1.62M Buy
9,920
+1,460
+17% +$226K 0.13% 114
2021
Q4 		$1.41M Hold
8,460
– – 0.11% 129
2021
Q3 		$1.39M Sell
8,460
-480
-5% -$82.8K 0.11% 123
2021
Q2 		$1.54M Sell
8,940
-800
-8% -$133K 0.13% 119
2021
Q1 		$1.51M Sell
9,740
-960
-9% -$152K 0.13% 124
2020
Q4 		$1.74M Buy
10,700
+3,340
+45% +$533K 0.23% 95
2020
Q3 		$1.16M Buy
7,360
+200
+3% +$31.5K 0.26% 71
2020
Q2 		$988K Buy
7,160
+2,180
+44% +$263K 0.24% 72
2020
Q1 		$485K Sell
4,980
-8,540
-63% -$827K 0.15% 90
2019
Q4 		$1.25M Sell
13,520
-3,800
-22% -$336K 0.29% 71
2019
Q3 		$1.5M Sell
17,320
-600
-3% -$55.6K 0.38% 58
2019
Q2 		$1.7M Buy
17,920
+2,100
+13% +$196K 0.46% 52
2019
Q1 		$1.41M Sell
15,820
-1,160
-7% -$96.5K 0.4% 58
2018
Q4 		$1.27M Buy
16,980
+1,240
+8% +$103K 0.42% 61
2018
Q3 		$1.58M Buy
15,740
+1,200
+8% +$113K 0.47% 56
2018
Q2 		$1.24M Buy
14,540
+400
+3% +$31.7K 0.4% 59
2018
Q1 		$1.02M Buy
14,140
+620
+5% +$44.3K 0.33% 63
2017
Q4 		$791K Buy
13,520
+300
+2% +$16.5K 0.27% 73
2017
Q3 		$635K Sell
13,220
-60
-0.5% -$2.95K 0.24% 78
2017
Q2 		$643K Buy
13,280
+420
+3% +$20K 0.28% 68
2017
Q1 		$570K Buy
12,860
+800
+7% +$33.3K 0.26% 70
2016
Q4 		$452K Hold
12,060
– – 0.23% 76
2016
Q3 		$505K Buy
12,060
+520
+5% +$19.9K 0.26% 73
2016
Q2 		$413K Buy
11,540
+1,900
+20% +$64.3K 0.21% 80
2016
Q1 		$286K Buy
9,640
+2,560
+36% +$72.7K 0.16% 99
2015
Q4 		$239K Buy
+7,080
New +$223K 0.14% 100

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

McKinley Carter Wealth Services's AMZN Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Amazon (AMZN) stake by 0.27% in Q2 2026, selling an estimated $31.9K and leaving 47,105 shares worth $11.2M. The position accounts for 0.58% of the portfolio, ranked #40.

McKinley Carter Wealth Services first reported a position in AMZN in Q4 2015 and has held it in 43 quarters since. The position peaked at $11.4M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McKinley Carter Wealth Services held 47,105 shares of Amazon worth $11.2M as of Q2 2026.
  • McKinley Carter Wealth Services sold 127 Amazon shares in Q2 2026, an estimated $31.9K.
  • Amazon made up 0.58% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #40 holding.
  • McKinley Carter Wealth Services first reported a position in Amazon in Q4 2015 and has held it in 43 quarters since.
  • McKinley Carter Wealth Services's Amazon position peaked at $11.4M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.