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Octavia Wealth Advisors’s Amazon AMZN Stock Holding History

Octavia Wealth 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 		$20.5M Sell
86,221
-3,731
-4% -$937K 1.77% 14
2026
Q1 		$18.7M Sell
89,952
-460
-0.5% -$101K 1.79% 14
2025
Q4 		$20.9M Sell
90,412
-4,297
-5% -$983K 1.99% 14
2025
Q3 		$20.8M Buy
94,709
+2,451
+3% +$555K 2.07% 14
2025
Q2 		$20.2M Sell
92,258
-2,537
-3% -$502K 2.3% 12
2025
Q1 		$18M Sell
94,795
-1,197
-1% -$260K 2.19% 11
2024
Q4 		$21.1M Sell
95,992
-4,369
-4% -$894K 2.56% 12
2024
Q3 		$18.7M Sell
100,361
-2,985
-3% -$545K 2.3% 12
2024
Q2 		$20M Buy
103,346
+6,415
+7% +$1.18M 2.72% 12
2024
Q1 		$17.5M Sell
96,931
-9,596
-9% -$1.6M 2.58% 10
2023
Q4 		$16.2M Sell
106,527
-1,407
-1% -$197K 2.85% 11
2023
Q3 		$13.7M Buy
107,934
+886
+0.8% +$119K 2.78% 13
2023
Q2 		$14M Buy
107,048
+8,437
+9% +$963K 2.83% 12
2023
Q1 		$10.2M Buy
98,611
+373
+0.4% +$36K 2.29% 18
2022
Q4 		$8.25M Sell
98,238
-2,455
-2% -$243K 2.04% 17
2022
Q3 		$11.4M Sell
100,693
-146
-0.1% -$18.5K 3.08% 10
2022
Q2 		$10.7M Buy
100,839
+4,199
+4% +$525K 2.8% 9
2022
Q1 		$15.8M Sell
96,640
-4,340
-4% -$671K 3.5% 7
2021
Q4 		$16.8M Buy
100,980
+10,800
+12% +$1.85M 3.63% 6
2021
Q3 		$14.8M Sell
90,180
-3,180
-3% -$549K 3.79% 5
2021
Q2 		$16.1M Buy
93,360
+1,480
+2% +$246K 4.23% 5
2021
Q1 		$14.2M Buy
91,880
+2,200
+2% +$349K 4.23% 5
2020
Q4 		$14.6M Buy
+89,680
New +$14.3M 4.74% 6

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

Octavia Wealth Advisors's AMZN Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Amazon (AMZN) stake by 4.1% in Q2 2026, selling an estimated $937K and leaving 86,221 shares worth $20.5M. The position accounts for 1.77% of the portfolio, ranked #14.

Octavia Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.1M in Q4 2024. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Octavia Wealth Advisors held 86,221 shares of Amazon worth $20.5M as of Q2 2026.
  • Octavia Wealth Advisors sold 3,731 Amazon shares in Q2 2026, an estimated $937K.
  • Amazon made up 1.77% of Octavia Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Octavia Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Amazon position peaked at $21.1M in Q4 2024.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.