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AMZN icon

NewEdge Wealth’s Amazon AMZN Stock Holding History

NewEdge 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 		$164M Buy
688,333
+15,901
+2% +$3.99M 1.64% 9
2026
Q1 		$140M Sell
672,432
-693
-0.1% -$153K 1.67% 9
2025
Q4 		$155M Buy
673,125
+133,404
+25% +$30.5M 1.76% 8
2025
Q3 		$135M Buy
539,721
+2,543
+0.5% +$576K 1.94% 8
2025
Q2 		$120M Sell
537,178
-2,105
-0.4% -$417K 1.88% 8
2025
Q1 		$103M Buy
539,283
+224,578
+71% +$48.7M 1.86% 8
2024
Q4 		$69M Buy
314,705
+19,278
+7% +$3.94M 1.2% 11
2024
Q3 		$55M Buy
295,427
+95,450
+48% +$17.4M 0.99% 17
2024
Q2 		$38.6M Sell
199,977
-20,296
-9% -$3.73M 0.84% 26
2024
Q1 		$40.7M Buy
220,273
+48,722
+28% +$8.13M 0.91% 21
2023
Q4 		$26.1M Sell
171,551
-4,488
-3% -$629K 0.67% 37
2023
Q3 		$22.4M Sell
176,039
-20,932
-11% -$2.8M 0.71% 35
2023
Q2 		$25.7M Buy
196,971
+69,890
+55% +$7.98M 0.86% 26
2023
Q1 		$13.1M Buy
127,081
+16,632
+15% +$1.61M 0.5% 55
2022
Q4 		$9.28M Sell
110,449
-100,205
-48% -$9.9M 0.4% 75
2022
Q3 		$23.8M Sell
210,654
-3,816
-2% -$482K 1.13% 17
2022
Q2 		$22.8M Buy
214,470
+26,670
+14% +$3.34M 1.03% 18
2022
Q1 		$30.6M Buy
187,800
+41,700
+29% +$6.44M 1.36% 16
2021
Q4 		$24.4M Buy
146,100
+12,500
+9% +$2.14M 1.02% 21
2021
Q3 		$21.9M Buy
133,600
+10,140
+8% +$1.75M 1.31% 17
2021
Q2 		$21.2M Sell
123,460
-50,640
-29% -$8.42M 1.62% 12
2021
Q1 		$26.9M Buy
174,100
+124,720
+253% +$19.8M 2.68% 6
2020
Q4 		$8.04M Buy
+49,380
New +$7.88M 2.47% 8

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

NewEdge Wealth's AMZN Position: Q2 2026 in Review

NewEdge Wealth increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $3.99M and bringing the position to 688,333 shares worth $164M. The position accounts for 1.64% of the portfolio, ranked #9.

NewEdge Wealth first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • NewEdge Wealth held 688,333 shares of Amazon worth $164M as of Q2 2026.
  • NewEdge Wealth bought 15,901 Amazon shares in Q2 2026, an estimated $3.99M.
  • Amazon made up 1.64% of NewEdge Wealth's portfolio in Q2 2026, its #9 holding.
  • NewEdge Wealth first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.