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Mindset Wealth Management’s Amazon AMZN Stock Holding History

Mindset 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 		$10.2M Buy
42,830
+7,825
+22% +$1.96M 1.97% 4
2026
Q1 		$7.29M Buy
35,005
+1,314
+4% +$289K 1.96% 4
2025
Q4 		$7.78M Buy
33,691
+2,546
+8% +$582K 2.04% 4
2025
Q3 		$6.84M Buy
31,145
+1,158
+4% +$262K 1.86% 4
2025
Q2 		$6.58M Buy
29,987
+104
+0.3% +$20.6K 2.15% 4
2025
Q1 		$5.69M Buy
29,883
+3,033
+11% +$658K 2.21% 4
2024
Q4 		$5.89M Buy
26,850
+65
+0.2% +$13.3K 2.15% 4
2024
Q3 		$4.99M Buy
+26,785
New +$4.89M 2.06% 4

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

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

Mindset Wealth Management increased its Amazon (AMZN) stake by 22% in Q2 2026, buying an estimated $1.96M and bringing the position to 42,830 shares worth $10.2M. The position accounts for 1.97% of the portfolio, ranked #4.

Mindset Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mindset Wealth Management held 42,830 shares of Amazon worth $10.2M as of Q2 2026.
  • Mindset Wealth Management bought 7,825 Amazon shares in Q2 2026, an estimated $1.96M.
  • Amazon made up 1.97% of Mindset Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Mindset Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.