Oregon Pacific Wealth Management’s Amazon AMZN Stock Holding History

Oregon Pacific Wealth 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	$1.14M	Buy	4,764 +305	+7%	+$76.6K	1.07%	17
2026 Q1	$929K	Sell	4,459 -920	-17%	-$203K	0.97%	19
2025 Q4	$1.24M	Buy	5,379 +80	+2%	+$18.3K	1.28%	15
2025 Q3	$1.16M	Buy	5,299 +138	+3%	+$31.2K	1.01%	22
2025 Q2	$1.13M	Sell	5,161 -49	-0.9%	-$9.7K	1.07%	22
2025 Q1	$991K	Sell	5,210 -38	-0.7%	-$8.25K	0.99%	26
2024 Q4	$1.15M	Buy	+5,248	New	+$1.07M	1.13%	20

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

Oregon Pacific Wealth Management's AMZN Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Amazon (AMZN) stake by 6.8% in Q2 2026, buying an estimated $76.6K and bringing the position to 4,764 shares worth $1.14M. The position accounts for 1.07% of the portfolio, ranked #17.

Oregon Pacific Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Oregon Pacific Wealth Management held 4,764 shares of Amazon worth $1.14M as of Q2 2026.
Oregon Pacific Wealth Management bought 305 Amazon shares in Q2 2026, an estimated $76.6K.
Amazon made up 1.07% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #17 holding.
Oregon Pacific Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's Amazon position peaked at $1.24M in Q4 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.