Occidental Asset Management’s Amazon AMZN Stock Holding History

Occidental Asset Management’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	-$214	–	330
2026 Q1	$214	Buy	+200	New	+$44K	﹤0.01%	284

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

Occidental Asset Management's AMZN Position: Q2 2026 in Review

Occidental Asset Management increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $1.35M and bringing the position to 55,103 shares worth $13.1M. The position accounts for 1.3% of the portfolio, ranked #17.

Occidental Asset Management first reported a position in AMZN in Q2 2017 and has held it in 37 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Occidental Asset Management held 55,103 shares of Amazon worth $13.1M as of Q2 2026.
Occidental Asset Management bought 5,373 Amazon shares in Q2 2026, an estimated $1.35M.
Amazon made up 1.3% of Occidental Asset Management's portfolio in Q2 2026, its #17 holding.
Occidental Asset Management first reported a position in Amazon in Q2 2017 and has held it in 37 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.