OBWA
AMZN icon

Oak Barrel Wealth Advisory’s Amazon AMZN Stock Holding History

Oak Barrel Wealth Advisory’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 		$2.58M Buy
+10,816
New +$2.71M 1.14% 13
2025
Q4 		$2.38M Buy
+10,328
New +$2.36M 1.42% 12

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oak Barrel Wealth Advisory's AMZN Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Amazon (AMZN) in Q2 2026: 10,816 shares worth $2.58M. The stake represents 1.14% of the portfolio and ranks #13 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in AMZN as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oak Barrel Wealth Advisory held 10,816 shares of Amazon worth $2.58M as of Q2 2026.
  • Amazon was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Amazon made up 1.14% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #13 holding.
  • Oak Barrel Wealth Advisory first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.