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	–	Sell	-200	Closed	-$41.7K	–	113
2026 Q1	$41.7K	Buy	+200	New	+$44K	0.01%	116
2025 Q2	–	Sell	-300	Closed	-$57.1K	–	102
2025 Q1	$57.1K	Buy	+300	New	+$65.1K	0.02%	100

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 $3.38T AUM 44.17% 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

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. 6,167 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.
6,167 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.