Northwest Financial Advisors’s Amazon AMZN Stock Holding History

Northwest Financial 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	$205K	Buy	+862	New	+$216K	0.03%	89
2026 Q1	–	Sell	-961	Closed	-$222K	–	68
2025 Q4	$222K	Sell	961 -963	-50%	-$220K	0.46%	61
2025 Q3	$422K	Sell	1,924 -80	-4%	-$18.1K	0.54%	52
2025 Q2	$440K	Sell	2,004 -22,898	-92%	-$4.53M	0.61%	47
2025 Q1	$4.74M	Buy	24,902 +779	+3%	+$169K	3.93%	5
2024 Q4	$5.29M	Buy	24,123 +180	+0.8%	+$36.8K	4.37%	4
2024 Q3	$4.46M	Buy	23,943 +21	+0.1%	+$3.83K	3.55%	4
2024 Q2	$4.62M	Sell	23,922 -1,522	-6%	-$280K	4.7%	4
2024 Q1	$4.59M	Buy	25,444 +719	+3%	+$120K	5.04%	4
2023 Q4	$3.76M	Buy	+24,725	New	+$3.47M	3.19%	5

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

Northwest Financial Advisors's AMZN Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Amazon (AMZN) in Q2 2026: 862 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in AMZN as recently as Q4 2025.

Northwest Financial Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q4 2024. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Northwest Financial Advisors held 862 shares of Amazon worth $205K as of Q2 2026.
Amazon was a new Northwest Financial Advisors position in Q2 2026.
Amazon made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #89 holding.
Northwest Financial Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Amazon position peaked at $5.29M in Q4 2024.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.