Merited Wealth’s Amazon AMZN Stock Holding History

Merited Wealth’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	$258K	Sell	1,084 -193	-15%	-$48.4K	0.18%	69
2026 Q1	$266K	Sell	1,277 -5	-0.4%	-$1.1K	0.22%	73
2025 Q4	$296K	Buy	+1,282	New	+$293K	0.27%	67

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

Merited Wealth's AMZN Position: Q2 2026 in Review

Merited Wealth reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $48.4K and leaving 1,084 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #69.

Merited Wealth first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Merited Wealth held 1,084 shares of Amazon worth $258K as of Q2 2026.
Merited Wealth sold 193 Amazon shares in Q2 2026, an estimated $48.4K.
Amazon made up 0.18% of Merited Wealth's portfolio in Q2 2026, its #69 holding.
Merited Wealth first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
Merited Wealth's Amazon position peaked at $296K in Q4 2025.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.