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Oak Family Advisors’s Amazon AMZN Stock Holding History

Oak Family 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 		$8.85M Buy
37,141
+1,156
+3% +$290K 2.26% 11
2026
Q1 		$7.49M Buy
35,985
+14,081
+64% +$3.1M 2.11% 16
2025
Q4 		$5.06M Sell
21,904
-3,459
-14% -$791K 1.39% 27
2025
Q3 		$5.57M Buy
25,363
+710
+3% +$161K 1.39% 23
2025
Q2 		$5.41M Buy
24,653
+1,385
+6% +$274K 1.7% 23
2025
Q1 		$4.43M Buy
23,268
+251
+1% +$54.5K 1.49% 25
2024
Q4 		$5.05M Sell
23,017
-1,395
-6% -$285K 1.83% 20
2024
Q3 		$4.55M Buy
24,412
+1,923
+9% +$351K 1.4% 23
2024
Q2 		$4.35M Buy
22,489
+2,127
+10% +$391K 1.49% 24
2024
Q1 		$3.67M Buy
20,362
+6,588
+48% +$1.1M 1.41% 29
2023
Q4 		$2.09M Buy
13,774
+9,130
+197% +$1.28M 0.88% 38
2023
Q3 		$590K Buy
4,644
+1,400
+43% +$188K 0.28% 69
2023
Q2 		$423K Buy
3,244
+119
+4% +$13.6K 0.2% 83
2023
Q1 		$323K Sell
3,125
-145
-4% -$14K 0.16% 89
2022
Q4 		$275K Sell
3,270
-1,453
-31% -$144K 0.15% 93
2022
Q3 		$534K Buy
4,723
+1,023
+28% +$129K 0.29% 61
2022
Q2 		$393K Hold
3,700
– – 0.2% 81
2022
Q1 		$603K Sell
3,700
-3,340
-47% -$516K 0.24% 75
2021
Q4 		$1.17M Buy
7,040
+3,640
+107% +$623K 0.44% 51
2021
Q3 		$558K Hold
3,400
– – 0.2% 71
2021
Q2 		$585K Hold
3,400
– – 0.24% 59
2021
Q1 		$526K Sell
3,400
-20
-0.6% -$3.17K 0.23% 60
2020
Q4 		$557K Buy
+3,420
New +$546K 0.29% 58

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 Family Advisors's AMZN Position: Q2 2026 in Review

Oak Family Advisors increased its Amazon (AMZN) stake by 3.2% in Q2 2026, buying an estimated $290K and bringing the position to 37,141 shares worth $8.85M. The position accounts for 2.26% of the portfolio, ranked #11.

Oak Family Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oak Family Advisors held 37,141 shares of Amazon worth $8.85M as of Q2 2026.
  • Oak Family Advisors bought 1,156 Amazon shares in Q2 2026, an estimated $290K.
  • Amazon made up 2.26% of Oak Family Advisors's portfolio in Q2 2026, its #11 holding.
  • Oak Family Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.