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Mosley Wealth Management’s Amazon AMZN Stock Holding History

Mosley 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 		$1.85M Buy
7,760
+1,848
+31% +$464K 0.59% 32
2026
Q1 		$1.3M Sell
5,912
-872
-13% -$192K 0.59% 37
2025
Q4 		$1.53M Buy
+6,784
New +$1.55M 0.7% 33
2024
Q4 		$1.17M Buy
4,915
+401
+9% +$82K 0.72% 31
2024
Q3 		$853K Buy
4,514
+719
+19% +$131K 0.58% 35
2024
Q2 		$733K Sell
3,795
-336
-8% -$61.7K 0.62% 32
2024
Q1 		$745K Buy
4,131
+1,076
+35% +$180K 0.7% 31
2023
Q4 		$464K Buy
+3,055
New +$428K 0.46% 45

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mosley Wealth Management increased its Amazon (AMZN) stake by 31% in Q2 2026, buying an estimated $464K and bringing the position to 7,760 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #32.

Mosley Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 8 quarters since. 3,847 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mosley Wealth Management held 7,760 shares of Amazon worth $1.85M as of Q2 2026.
  • Mosley Wealth Management bought 1,848 Amazon shares in Q2 2026, an estimated $464K.
  • Amazon made up 0.59% of Mosley Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Mosley Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 8 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.