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Mittelman Wealth Management’s Amazon AMZN Stock Holding History

Mittelman 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 		$239K Sell
346
-744
-68% -$187K 0.16% 51
2026
Q1 		$227K Buy
+1,090
New +$240K 0.14% 52
2024
Q3 		– Sell
-5,733
Closed -$1.11M – 30
2024
Q2 		$1.11M Hold
5,733
– – 0.72% 33
2024
Q1 		$1.03M Buy
+5,733
New +$957K 0.7% 35

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

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

Mittelman Wealth Management reduced its Amazon (AMZN) stake by 68% in Q2 2026, selling an estimated $187K and leaving 346 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #51.

Mittelman Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mittelman Wealth Management held 346 shares of Amazon worth $239K as of Q2 2026.
  • Mittelman Wealth Management sold 744 Amazon shares in Q2 2026, an estimated $187K.
  • Amazon made up 0.16% of Mittelman Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Mittelman Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 4 quarters since.
  • Mittelman Wealth Management's Amazon position peaked at $1.11M in Q2 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.