Mokosak Advisory Group’s Amazon AMZN Stock Holding History

Mokosak Advisory Group’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	$291K	Hold	1,220	–	–	0.06%	28
2026 Q1	$256K	Hold	1,220	–	–	0.06%	30
2025 Q4	$282K	Hold	1,220	–	–	0.07%	27
2025 Q3	$268K	Hold	1,220	–	–	0.07%	27
2025 Q2	$268K	Hold	1,220	–	–	0.08%	27
2025 Q1	$232K	Hold	1,220	–	–	0.07%	30
2024 Q4	$268K	Hold	1,220	–	–	0.08%	25
2024 Q3	$227K	Hold	1,220	–	–	0.07%	28
2024 Q2	$236K	Hold	1,220	–	–	0.08%	28
2024 Q1	$220K	Buy	+1,220	New	+$204K	0.07%	28
2022 Q2	–	Sell	-1,480	Closed	-$241K	–	22
2022 Q1	$241K	Buy	1,480 +20	+1%	+$3.09K	0.1%	22
2021 Q4	$244K	Buy	1,460 +80	+6%	+$13.7K	0.09%	23
2021 Q3	$225K	Hold	1,380	–	–	0.09%	23
2021 Q2	$236K	Hold	1,380	–	–	0.1%	22
2021 Q1	$212K	Buy	1,380 +20	+1%	+$3.17K	0.1%	21
2020 Q4	$222K	Buy	+1,360	New	+$217K	0.11%	23

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

Mokosak Advisory Group's AMZN Position: Q2 2026 in Review

Mokosak Advisory Group held its Amazon (AMZN) position steady in Q2 2026 at 1,220 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #28.

Mokosak Advisory Group first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Mokosak Advisory Group held 1,220 shares of Amazon worth $291K as of Q2 2026.
Mokosak Advisory Group left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.06% of Mokosak Advisory Group's portfolio in Q2 2026, its #28 holding.
Mokosak Advisory Group first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.