Novak & Powell Financial Services’s Amazon AMZN Stock Holding History

Novak & Powell Financial Services’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	$1.11M	Sell	4,672 -39	-0.8%	-$9.79K	0.52%	45
2026 Q1	$981K	Sell	4,711 -286	-6%	-$63K	0.53%	47
2025 Q4	$1.15M	Buy	4,997 +2	+0%	+$458	0.6%	41
2025 Q3	$1.1M	Buy	4,995 +326	+7%	+$73.8K	0.58%	41
2025 Q2	$1.02M	Buy	4,669 +12	+0.3%	+$2.38K	0.71%	31
2025 Q1	$886K	Sell	4,657 -57	-1%	-$12.4K	0.55%	43
2024 Q4	$1.03M	Buy	4,714 +6	+0.1%	+$1.23K	0.62%	39
2024 Q3	$842K	Buy	4,708 +334	+8%	+$60.9K	0.49%	49
2024 Q2	$845K	Sell	4,374 -450	-9%	-$82.7K	0.53%	48
2024 Q1	$844K	Sell	4,824 -490	-9%	-$81.8K	0.63%	40
2023 Q4	$807K	Buy	+5,314	New	+$745K	0.54%	47

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

Novak & Powell Financial Services's AMZN Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Amazon (AMZN) stake by 0.83% in Q2 2026, selling an estimated $9.79K and leaving 4,672 shares worth $1.11M. The position accounts for 0.52% of the portfolio, ranked #45.

Novak & Powell Financial Services first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 6,149 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Novak & Powell Financial Services held 4,672 shares of Amazon worth $1.11M as of Q2 2026.
Novak & Powell Financial Services sold 39 Amazon shares in Q2 2026, an estimated $9.79K.
Amazon made up 0.52% of Novak & Powell Financial Services's portfolio in Q2 2026, its #45 holding.
Novak & Powell Financial Services first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Amazon position peaked at $1.15M in Q4 2025.
6,149 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.