McMill Wealth Management’s Amazon AMZN Stock Holding History

McMill 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	$955K	Buy	4,005 +2	+0%	+$502	0.23%	37
2026 Q1	$834K	Buy	4,003 +190	+5%	+$41.8K	0.22%	37
2025 Q4	$880K	Buy	3,813 +16	+0.4%	+$3.66K	0.25%	35
2025 Q3	$834K	Buy	3,797 +8	+0.2%	+$1.81K	0.24%	35
2025 Q2	$834K	Buy	3,789 +25	+0.7%	+$4.95K	0.28%	34
2025 Q1	$716K	Buy	3,764 +132	+4%	+$28.6K	0.26%	35
2024 Q4	$797K	Buy	+3,632	New	+$743K	0.32%	33

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

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

McMill Wealth Management increased its Amazon (AMZN) stake by 0.05% in Q2 2026, buying an estimated $502 and bringing the position to 4,005 shares worth $955K. The position accounts for 0.23% of the portfolio, ranked #37.

McMill Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,142 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

McMill Wealth Management held 4,005 shares of Amazon worth $955K as of Q2 2026.
McMill Wealth Management bought 2 Amazon shares in Q2 2026, an estimated $502.
Amazon made up 0.23% of McMill Wealth Management's portfolio in Q2 2026, its #37 holding.
McMill Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,142 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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