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Navigoe Wealth Management’s Amazon AMZN Stock Holding History

Navigoe 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 		$117K Buy
493
+101
+26% +$25.4K 0.06% 61
2026
Q1 		$81K Sell
392
-207
-35% -$45.6K 0.05% 65
2025
Q4 		$138K Hold
599
– – 0.09% 48
2025
Q3 		$131K Buy
599
+227
+61% +$51.4K 0.08% 48
2025
Q2 		$81K Sell
372
-21
-5% -$4.16K 0.06% 56
2025
Q1 		$74K Hold
393
– – 0.06% 55
2024
Q4 		$86K Buy
+393
New +$80.4K 0.08% 50

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

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

Navigoe Wealth Management increased its Amazon (AMZN) stake by 26% in Q2 2026, buying an estimated $25.4K and bringing the position to 493 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #61.

Navigoe Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Navigoe Wealth Management held 493 shares of Amazon worth $117K as of Q2 2026.
  • Navigoe Wealth Management bought 101 Amazon shares in Q2 2026, an estimated $25.4K.
  • Amazon made up 0.06% of Navigoe Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Navigoe Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Amazon position peaked at $138K in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.