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Navis Wealth Advisors’s Amazon AMZN Stock Holding History

Navis Wealth Advisors’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 		$1.78M Sell
7,470
-136
-2% -$34.1K 0.68% 30
2026
Q1 		$1.58M Sell
7,606
-1,124
-13% -$247K 0.81% 30
2025
Q4 		$2.02M Buy
8,730
+1,438
+20% +$329K 0.85% 21
2025
Q3 		$1.6M Buy
7,292
+475
+7% +$108K 1.2% 14
2025
Q2 		$1.5M Buy
6,817
+525
+8% +$104K 1.26% 13
2025
Q1 		$1.2M Buy
6,292
+489
+8% +$106K 1.18% 15
2024
Q4 		$1.27M Sell
5,803
-6
-0.1% -$1.23K 1.39% 15
2024
Q3 		$1.08M Buy
5,809
+1,137
+24% +$207K 1.17% 17
2024
Q2 		$903K Buy
4,672
+504
+12% +$92.6K 1.04% 18
2024
Q1 		$752K Buy
4,168
+261
+7% +$43.6K 0.9% 20
2023
Q4 		$594K Hold
3,907
– – 0.77% 31
2023
Q3 		$497K Buy
3,907
+414
+12% +$55.5K 0.72% 35
2023
Q2 		$455K Buy
3,493
+610
+21% +$69.7K 0.42% 38
2023
Q1 		$298K Buy
+2,883
New +$279K 0.33% 58
2021
Q2 		– Sell
-3,380
Closed -$523K – 107
2021
Q1 		$523K Buy
3,380
+1,140
+51% +$181K 0.41% 60
2020
Q4 		$365K Buy
+2,240
New +$357K 0.33% 57

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

Navis Wealth Advisors's AMZN Position: Q2 2026 in Review

Navis Wealth Advisors reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $34.1K and leaving 7,470 shares worth $1.78M. The position accounts for 0.68% of the portfolio, ranked #30.

Navis Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Navis Wealth Advisors held 7,470 shares of Amazon worth $1.78M as of Q2 2026.
  • Navis Wealth Advisors sold 136 Amazon shares in Q2 2026, an estimated $34.1K.
  • Amazon made up 0.68% of Navis Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Navis Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
  • Navis Wealth Advisors's Amazon position peaked at $2.02M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.