Oxford Wealth Group’s Amazon AMZN Stock Holding History

Oxford Wealth Group’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	$2.1M	Sell	8,817 -828	-9%	-$208K	0.94%	30
2026 Q1	$2.01M	Sell	9,645 -278	-3%	-$61.2K	1.1%	31
2025 Q4	$2.29M	Buy	+9,923	New	+$2.27M	1.11%	29
2024 Q4	$4.27M	Buy	19,458 +903	+5%	+$185K	2.76%	8
2024 Q3	$3.46M	Sell	18,555 -3,379	-15%	-$617K	2.81%	9
2024 Q2	$4.24M	Buy	21,934 +4,427	+25%	+$813K	2.91%	7
2024 Q1	$3.16M	Buy	+17,507	New	+$2.92M	2.87%	7

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's AMZN Position: Q2 2026 in Review

Oxford Wealth Group reduced its Amazon (AMZN) stake by 8.6% in Q2 2026, selling an estimated $208K and leaving 8,817 shares worth $2.1M. The position accounts for 0.94% of the portfolio, ranked #30.

Oxford Wealth Group first reported a position in AMZN in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q4 2024. 6,158 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Oxford Wealth Group held 8,817 shares of Amazon worth $2.1M as of Q2 2026.
Oxford Wealth Group sold 828 Amazon shares in Q2 2026, an estimated $208K.
Amazon made up 0.94% of Oxford Wealth Group's portfolio in Q2 2026, its #30 holding.
Oxford Wealth Group first reported a position in Amazon in Q1 2024 and has held it in 7 quarters since.
Oxford Wealth Group's Amazon position peaked at $4.27M in Q4 2024.
6,158 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.