MWM
AMZN icon

Melfa Wealth Management’s Amazon AMZN Stock Holding History

Melfa 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 		$767K Buy
3,218
+56
+2% +$14.1K 0.41% 55
2026
Q1 		$659K Buy
3,162
+1
+0% +$220 0.38% 64
2025
Q4 		$730K Buy
3,161
+46
+1% +$10.5K 0.42% 61
2025
Q3 		$684K Buy
3,115
+1,080
+53% +$244K 0.4% 63
2025
Q2 		$447K Hold
2,035
– – 0.28% 86
2025
Q1 		$387K Buy
2,035
+340
+20% +$73.8K 0.26% 97
2024
Q4 		$372K Buy
1,695
+300
+22% +$61.4K 0.25% 99
2024
Q3 		$260K Sell
1,395
-35
-2% -$6.39K 0.17% 135
2024
Q2 		$276K Buy
1,430
+43
+3% +$7.9K 0.19% 123
2024
Q1 		$250K Buy
+1,387
New +$232K 0.18% 126

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

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

Melfa Wealth Management increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,218 shares worth $767K. The position accounts for 0.41% of the portfolio, ranked #55.

Melfa Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Melfa Wealth Management held 3,218 shares of Amazon worth $767K as of Q2 2026.
  • Melfa Wealth Management bought 56 Amazon shares in Q2 2026, an estimated $14.1K.
  • Amazon made up 0.41% of Melfa Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Melfa Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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