Morton Brown Family Wealth’s Amazon AMZN Stock Holding History

Morton Brown Family Wealth’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	$140K	Sell	587 -127	-18%	-$31.9K	0.03%	83
2026 Q1	$149K	Hold	714	–	–	0.04%	78
2025 Q4	$165K	Buy	714 +130	+22%	+$29.7K	0.04%	70
2025 Q3	$128K	Sell	584 -45	-7%	-$10.2K	0.04%	77
2025 Q2	$138K	Hold	629	–	–	0.04%	72
2025 Q1	$120K	Buy	629 +215	+52%	+$46.7K	0.04%	74
2024 Q4	$90.8K	Buy	414 +80	+24%	+$16.4K	0.03%	86
2024 Q3	$62.2K	Hold	334	–	–	0.02%	90
2024 Q2	$61.4K	Hold	334	–	–	0.02%	86
2024 Q1	$60.2K	Sell	334 -340	-50%	-$56.8K	0.02%	82
2023 Q4	$102K	Buy	674 +440	+188%	+$61.7K	0.04%	73
2023 Q3	$29.7K	Hold	234	–	–	0.02%	98
2023 Q2	$30.5K	Sell	234 -52	-18%	-$5.94K	0.02%	94
2023 Q1	$29.5K	Buy	286 +86	+43%	+$8.31K	0.02%	93
2022 Q4	$16.8K	Hold	200	–	–	0.01%	100
2022 Q3	$23K	Hold	200	–	–	0.02%	87
2022 Q2	$21K	Hold	200	–	–	0.02%	91
2022 Q1	$33K	Sell	200 -100	-33%	-$15.5K	0.02%	80
2021 Q4	$50K	Buy	+300	New	+$51.3K	0.04%	75

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

Morton Brown Family Wealth's AMZN Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Amazon (AMZN) stake by 18% in Q2 2026, selling an estimated $31.9K and leaving 587 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #83.

Morton Brown Family Wealth first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $165K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Morton Brown Family Wealth held 587 shares of Amazon worth $140K as of Q2 2026.
Morton Brown Family Wealth sold 127 Amazon shares in Q2 2026, an estimated $31.9K.
Amazon made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #83 holding.
Morton Brown Family Wealth first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Amazon position peaked at $165K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.