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Monograph Wealth Advisors’s Amazon AMZN Stock Holding History

Monograph Wealth Advisors’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 		$4.85M Sell
20,335
-14,071
-41% -$3.53M 0.4% 28
2026
Q1 		$7.17M Sell
34,406
-5,018
-13% -$1.1M 0.68% 20
2025
Q4 		$9.1M Sell
39,424
-3,411
-8% -$780K 0.89% 19
2025
Q3 		$9.41M Buy
42,835
+20,262
+90% +$4.59M 0.95% 17
2025
Q2 		$4.95M Buy
22,573
+4,178
+23% +$827K 0.61% 23
2025
Q1 		$3.5M Sell
18,395
-1,080
-6% -$234K 0.48% 28
2024
Q4 		$4.27M Buy
19,475
+2,965
+18% +$607K 0.56% 25
2024
Q3 		$3.08M Buy
16,510
+882
+6% +$161K 0.4% 27
2024
Q2 		$3.02M Sell
15,628
-422
-3% -$77.5K 0.44% 28
2024
Q1 		$2.9M Buy
16,050
+355
+2% +$59.3K 0.43% 28
2023
Q4 		$2.38M Sell
15,695
-4,547
-22% -$637K 0.43% 25
2023
Q3 		$2.57M Buy
20,242
+6,000
+42% +$804K 0.51% 25
2023
Q2 		$1.86M Hold
14,242
– – 0.4% 22
2023
Q1 		$1.47M Sell
14,242
-117
-0.8% -$11.3K 0.35% 24
2022
Q4 		$1.21M Buy
14,359
+759
+6% +$75K 0.32% 24
2022
Q3 		$1.54M Sell
13,600
-1,220
-8% -$154K 0.5% 19
2022
Q2 		$1.57M Sell
14,820
-740
-5% -$92.6K 0.46% 19
2022
Q1 		$2.54M Sell
15,560
-4,380
-22% -$677K 0.64% 17
2021
Q4 		$3.32M Buy
+19,940
New +$3.41M 0.84% 15

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

Monograph Wealth Advisors's AMZN Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Amazon (AMZN) stake by 41% in Q2 2026, selling an estimated $3.53M and leaving 20,335 shares worth $4.85M. The position accounts for 0.4% of the portfolio, ranked #28.

Monograph Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.41M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Monograph Wealth Advisors held 20,335 shares of Amazon worth $4.85M as of Q2 2026.
  • Monograph Wealth Advisors sold 14,071 Amazon shares in Q2 2026, an estimated $3.53M.
  • Amazon made up 0.4% of Monograph Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Monograph Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Amazon position peaked at $9.41M in Q3 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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