Pacific Excel Wealth Advisors’s Amazon AMZN Stock Holding History

Pacific Excel 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	$3.45M	Buy	14,490 +10,111	+231%	+$2.54M	1.34%	18
2026 Q1	$912K	Buy	4,379 +1,340	+44%	+$295K	0.96%	34
2025 Q4	$697K	Buy	+3,039	New	+$695K	1.32%	28

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

Pacific Excel Wealth Advisors's AMZN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its Amazon (AMZN) stake by 231% in Q2 2026, buying an estimated $2.54M and bringing the position to 14,490 shares worth $3.45M. The position accounts for 1.34% of the portfolio, ranked #18.

Pacific Excel Wealth Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Pacific Excel Wealth Advisors held 14,490 shares of Amazon worth $3.45M as of Q2 2026.
Pacific Excel Wealth Advisors bought 10,111 Amazon shares in Q2 2026, an estimated $2.54M.
Amazon made up 1.34% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Pacific Excel Wealth Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.