Modern Wealth Management’s Amazon AMZN Stock Holding History

Modern 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	$51.1M	Buy	214,458 +38,031	+22%	+$9.55M	0.61%	35
2026 Q1	$37.2M	Buy	176,427 +14,324	+9%	+$3.15M	0.64%	39
2025 Q4	$37.4M	Buy	162,103 +4,861	+3%	+$1.11M	0.68%	37
2025 Q3	$34.5M	Buy	157,242 +61,034	+63%	+$13.8M	0.68%	38
2025 Q2	$21.1M	Buy	96,208 +12,010	+14%	+$2.38M	0.52%	47
2025 Q1	$16M	Buy	84,198 +13,337	+19%	+$2.89M	0.51%	47
2024 Q4	$15.5M	Buy	70,861 +35,807	+102%	+$7.33M	0.58%	39
2024 Q3	$6.53M	Buy	35,054 +1,535	+5%	+$280K	0.4%	49
2024 Q2	$6.48M	Buy	33,519 +3,615	+12%	+$664K	0.48%	40
2024 Q1	$5.39M	Buy	29,904 +23,063	+337%	+$3.85M	0.5%	30
2023 Q4	$1.04M	Buy	+6,841	New	+$959K	0.13%	58

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

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

Modern Wealth Management increased its Amazon (AMZN) stake by 22% in Q2 2026, buying an estimated $9.55M and bringing the position to 214,458 shares worth $51.1M. The position accounts for 0.61% of the portfolio, ranked #35.

Modern Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Modern Wealth Management held 214,458 shares of Amazon worth $51.1M as of Q2 2026.
Modern Wealth Management bought 38,031 Amazon shares in Q2 2026, an estimated $9.55M.
Amazon made up 0.61% of Modern Wealth Management's portfolio in Q2 2026, its #35 holding.
Modern Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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