Nicholson Wealth Management Group’s Amazon AMZN Stock Holding History

Nicholson Wealth Management Group’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	$314K	Buy	1,317 +147	+13%	+$36.9K	0.18%	96
2026 Q1	$244K	Sell	1,170 -545	-32%	-$120K	0.14%	103
2025 Q4	$396K	Sell	1,715 -5	-0.3%	-$1.14K	0.23%	92
2025 Q3	$378K	Hold	1,720	–	–	0.22%	95
2025 Q2	$377K	Buy	1,720 +386	+29%	+$76.4K	0.23%	96
2025 Q1	$254K	Hold	1,334	–	–	0.17%	98
2024 Q4	$293K	Sell	1,334 -9	-0.7%	-$1.84K	0.2%	96
2024 Q3	$250K	Buy	+1,343	New	+$245K	0.21%	95

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

Nicholson Wealth Management Group's AMZN Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $36.9K and bringing the position to 1,317 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #96.

Nicholson Wealth Management Group first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $396K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Nicholson Wealth Management Group held 1,317 shares of Amazon worth $314K as of Q2 2026.
Nicholson Wealth Management Group bought 147 Amazon shares in Q2 2026, an estimated $36.9K.
Amazon made up 0.18% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #96 holding.
Nicholson Wealth Management Group first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Amazon position peaked at $396K in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.