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 Q1	–	Sell	-10,200	Closed	-$48.5K	–	1132
2025 Q4	$48.5K	Hold	10,200	–	–	﹤0.01%	1182
2025 Q3	$47.9K	Buy	+10,200	New	+$2.31M	﹤0.01%	1015
2025 Q2	–	Sell	-10,200	Closed	-$43.6K	–	963
2025 Q1	$43.6K	Hold	10,200	–	–	﹤0.01%	924
2024 Q4	$18.5K	Hold	10,200	–	–	﹤0.01%	917
2024 Q3	$10.6K	Buy	+10,200	New	+$1.86M	﹤0.01%	870
2024 Q1	–	Sell	-10,200	Closed	-$3.9K	–	806
2023 Q4	$3.9K	Sell	10,200 -500	-5%	-$70.1K	﹤0.01%	736
2023 Q3	$11.6K	Hold	10,700	–	–	﹤0.01%	644
2023 Q2	$215	Hold	10,700	–	–	﹤0.01%	633
2023 Q1	$6.55K	Hold	10,700	–	–	﹤0.01%	607
2022 Q4	$45.7K	Buy	+10,700	New	+$1.06M	﹤0.01%	536

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 6,151 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.
6,151 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.