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Montz Harcus Wealth Management’s Amazon AMZN Stock Holding History

Montz Harcus 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 		$5.72M Buy
23,998
+143
+0.6% +$35.9K 2.04% 13
2026
Q1 		$4.97M Sell
23,855
-48
-0.2% -$10.6K 2.01% 15
2025
Q4 		$5.52M Sell
23,903
-390
-2% -$89.2K 2.24% 14
2025
Q3 		$5.33M Sell
24,293
-113
-0.5% -$25.6K 2.33% 13
2025
Q2 		$5.35M Buy
24,406
+88
+0.4% +$17.4K 2.58% 13
2025
Q1 		$4.63M Buy
24,318
+2,150
+10% +$467K 2.53% 13
2024
Q4 		$4.86M Buy
22,168
+187
+0.9% +$38.3K 2.72% 12
2024
Q3 		$4.1M Sell
21,981
-380
-2% -$69.3K 2.39% 13
2024
Q2 		$4.32M Buy
22,361
+333
+2% +$61.2K 2.8% 12
2024
Q1 		$3.97M Sell
22,028
-44
-0.2% -$7.34K 2.69% 12
2023
Q4 		$3.35M Buy
22,072
+219
+1% +$30.7K 2.56% 12
2023
Q3 		$2.78M Buy
21,853
+63
+0.3% +$8.44K 2.37% 13
2023
Q2 		$2.84M Buy
21,790
+315
+1% +$36K 2.35% 13
2023
Q1 		$2.22M Sell
21,475
-400
-2% -$38.6K 2.05% 13
2022
Q4 		$1.84M Sell
21,875
-847
-4% -$83.7K 1.82% 14
2022
Q3 		$2.57M Buy
22,722
+481
+2% +$60.8K 2.83% 11
2022
Q2 		$2.36M Buy
22,241
+421
+2% +$52.7K 2.49% 13
2022
Q1 		$3.56M Buy
21,820
+540
+3% +$83.4K 3.19% 11
2021
Q4 		$3.55M Buy
+21,280
New +$3.64M 3.11% 11

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

Montz Harcus Wealth Management's AMZN Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Amazon (AMZN) stake by 0.6% in Q2 2026, buying an estimated $35.9K and bringing the position to 23,998 shares worth $5.72M. The position accounts for 2.04% of the portfolio, ranked #13.

Montz Harcus Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Montz Harcus Wealth Management held 23,998 shares of Amazon worth $5.72M as of Q2 2026.
  • Montz Harcus Wealth Management bought 143 Amazon shares in Q2 2026, an estimated $35.9K.
  • Amazon made up 2.04% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Montz Harcus Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.