MGO Private Wealth’s Amazon AMZN Stock Holding History

MGO Private 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	$253K	Buy	+909	New	+$228K	1.22%	23
2026 Q1	–	Sell	-12,379	Closed	-$2.86M	–	26
2025 Q4	$2.86M	Sell	12,379 -444	-3%	-$102K	1.77%	13
2025 Q3	$2.82M	Buy	12,823 +393	+3%	+$89K	1.69%	14
2025 Q2	$2.73M	Buy	12,430 +546	+5%	+$108K	1.75%	14
2025 Q1	$2.26M	Buy	11,884 +217	+2%	+$47.1K	1.59%	17
2024 Q4	$2.56M	Buy	11,667 +60	+0.5%	+$12.3K	1.82%	13
2024 Q3	$2.16M	Sell	11,607 -4,344	-27%	-$793K	1.54%	13
2024 Q2	$3.08M	Buy	15,951 +100	+0.6%	+$18.4K	1.94%	15
2024 Q1	$2.86M	Sell	15,851 -3	-0%	-$501	1.79%	16
2023 Q4	$2.41M	Sell	15,854 -107	-0.7%	-$15K	1.66%	16
2023 Q3	$2.03M	Buy	15,961 +256	+2%	+$34.3K	1.51%	17
2023 Q2	$2.05M	Sell	15,705 -559	-3%	-$63.8K	1.54%	19
2023 Q1	$1.68M	Sell	16,264 -5,843	-26%	-$565K	1.32%	22
2022 Q4	$1.86M	Sell	22,107 -1,809	-8%	-$179K	0.85%	32
2022 Q3	$2.7M	Buy	+23,916	New	+$3.02M	1.29%	21

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

MGO Private Wealth's AMZN Position: Q2 2026 in Review

MGO Private Wealth opened a new position in Amazon (AMZN) in Q2 2026: 909 shares worth $253K. The stake represents 1.22% of the portfolio and ranks #23 among its holdings. This is a return to the name: MGO Private Wealth previously reported a position in AMZN as recently as Q4 2025.

MGO Private Wealth first reported a position in AMZN in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.08M in Q2 2024. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

MGO Private Wealth held 909 shares of Amazon worth $253K as of Q2 2026.
Amazon was a new MGO Private Wealth position in Q2 2026.
Amazon made up 1.22% of MGO Private Wealth's portfolio in Q2 2026, its #23 holding.
MGO Private Wealth first reported a position in Amazon in Q3 2022 and has held it in 15 quarters since.
MGO Private Wealth's Amazon position peaked at $3.08M in Q2 2024.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.