MSWM
AMZN icon

Mowery & Schoenfeld Wealth Management’s Amazon AMZN Stock Holding History

Mowery & Schoenfeld 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 		$955K Buy
4,006
+581
+17% +$146K 1.3% 16
2026
Q1 		$713K Sell
3,425
-509
-13% -$112K 1.09% 18
2025
Q4 		$908K Buy
3,934
+514
+15% +$118K 1.32% 14
2025
Q3 		$751K Sell
3,420
-144
-4% -$32.6K 1.29% 16
2025
Q2 		$782K Sell
3,564
-76
-2% -$15K 1.19% 16
2025
Q1 		$693K Buy
3,640
+2,146
+144% +$466K 1.36% 15
2024
Q4 		$328K Buy
1,494
+368
+33% +$75.3K 0.64% 32
2024
Q3 		$210K Buy
1,126
+500
+80% +$91.2K 0.33% 35
2024
Q2 		$121K Buy
626
+243
+63% +$44.6K 0.17% 56
2024
Q1 		$69.2K Sell
383
-3
-0.8% -$501 0.13% 66
2023
Q4 		$58.7K Buy
+386
New +$54.1K 0.12% 69

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's AMZN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $146K and bringing the position to 4,006 shares worth $955K. The position accounts for 1.3% of the portfolio, ranked #16.

Mowery & Schoenfeld Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,165 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 4,006 shares of Amazon worth $955K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 581 Amazon shares in Q2 2026, an estimated $146K.
  • Amazon made up 1.3% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,165 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.