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Omni 360 Wealth’s Amazon AMZN Stock Holding History

Omni 360 Wealth’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 		$285K Buy
1,197
+10
+0.8% +$2.51K 0.13% 112
2026
Q1 		$247K Sell
1,187
-78
-6% -$17.2K 0.13% 113
2025
Q4 		$299K Sell
1,265
-119
-9% -$27.2K 0.15% 105
2025
Q3 		$304K Sell
1,384
-232
-14% -$52.5K 0.17% 99
2025
Q2 		$355K Buy
1,616
+26
+2% +$5.14K 0.22% 84
2025
Q1 		$302K Sell
1,590
-144
-8% -$31.2K 0.2% 83
2024
Q4 		$380K Sell
1,734
-2,273
-57% -$465K 0.25% 76
2024
Q3 		$747K Buy
4,007
+1,322
+49% +$241K 0.51% 49
2024
Q2 		$519K Buy
2,685
+166
+7% +$30.5K 0.39% 61
2024
Q1 		$454K Sell
2,519
-309
-11% -$51.6K 0.38% 63
2023
Q4 		$430K Buy
+2,828
New +$396K 0.4% 61

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

Omni 360 Wealth's AMZN Position: Q2 2026 in Review

Omni 360 Wealth increased its Amazon (AMZN) stake by 0.84% in Q2 2026, buying an estimated $2.51K and bringing the position to 1,197 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #112.

Omni 360 Wealth first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $747K in Q3 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Omni 360 Wealth held 1,197 shares of Amazon worth $285K as of Q2 2026.
  • Omni 360 Wealth bought 10 Amazon shares in Q2 2026, an estimated $2.51K.
  • Amazon made up 0.13% of Omni 360 Wealth's portfolio in Q2 2026, its #112 holding.
  • Omni 360 Wealth first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's Amazon position peaked at $747K in Q3 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.