OAM
AMZN icon

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
2025
Q3 		– Sell
-4,600
Closed -$3.52K – 278
2025
Q2 		$3.52K Buy
4,600
+2,600
+130% +$515K ﹤0.01% 264
2025
Q1 		$11.3K Buy
+2,000
New +$434K ﹤0.01% 249

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

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.