Note Advisors’s Amazon AMZN Stock Holding History

Note 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	$396K	Sell	1,660 -304	-15%	-$76.3K	0.17%	58
2026 Q1	$409K	Buy	1,964 +118	+6%	+$26K	0.2%	56
2025 Q4	$427K	Sell	1,846 -150	-8%	-$34.3K	0.22%	55
2025 Q3	$438K	Buy	1,996 +588	+42%	+$133K	0.26%	51
2025 Q2	$309K	Buy	1,408 +3	+0.2%	+$594	0.21%	60
2025 Q1	$267K	Sell	1,405 -6	-0.4%	-$1.3K	0.22%	64
2024 Q4	$309K	Buy	+1,411	New	+$289K	0.27%	61

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

Note Advisors's AMZN Position: Q2 2026 in Review

Note Advisors reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $76.3K and leaving 1,660 shares worth $396K. The position accounts for 0.17% of the portfolio, ranked #58.

Note Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q3 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Note Advisors held 1,660 shares of Amazon worth $396K as of Q2 2026.
Note Advisors sold 304 Amazon shares in Q2 2026, an estimated $76.3K.
Amazon made up 0.17% of Note Advisors's portfolio in Q2 2026, its #58 holding.
Note Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Note Advisors's Amazon position peaked at $438K in Q3 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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