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ORG Wealth Partners’s Amazon AMZN Stock Holding History

ORG Wealth Partners’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 		$6.91M Buy
28,979
+516
+2% +$130K 1.04% 11
2026
Q1 		$5.93M Buy
28,463
+294
+1% +$64.7K 1.17% 12
2025
Q4 		$6.5M Buy
28,169
+363
+1% +$83K 1.53% 9
2025
Q3 		$6.11M Buy
27,806
+2,188
+9% +$495K 1.3% 8
2025
Q2 		$5.65M Sell
25,618
-1,038
-4% -$205K 1.35% 9
2025
Q1 		$5.12M Buy
26,656
+10,290
+63% +$2.23M 1.57% 10
2024
Q4 		$3.59M Sell
16,366
-795
-5% -$163K 1.11% 9
2024
Q3 		$3.2M Buy
+17,161
New +$3.13M 1.06% 12

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

ORG Wealth Partners's AMZN Position: Q2 2026 in Review

ORG Wealth Partners increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $130K and bringing the position to 28,979 shares worth $6.91M. The position accounts for 1.04% of the portfolio, ranked #11.

ORG Wealth Partners first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • ORG Wealth Partners held 28,979 shares of Amazon worth $6.91M as of Q2 2026.
  • ORG Wealth Partners bought 516 Amazon shares in Q2 2026, an estimated $130K.
  • Amazon made up 1.04% of ORG Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • ORG Wealth Partners first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.