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Palumbo Wealth Management’s Amazon AMZN Stock Holding History

Palumbo 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 		$19.4M Sell
81,207
-509
-0.6% -$128K 4.05% 5
2026
Q1 		$17M Buy
81,716
+57
+0.1% +$12.6K 4.15% 5
2025
Q4 		$18.8M Buy
81,659
+28,290
+53% +$6.47M 4.65% 3
2025
Q3 		$11.1M Buy
53,369
+6,722
+14% +$1.52M 3.53% 4
2025
Q2 		$10.2M Buy
46,647
+11,077
+31% +$2.19M 3.17% 6
2025
Q1 		$6.77M Buy
35,570
+3,763
+12% +$817K 2.26% 8
2024
Q4 		$6.98M Buy
31,807
+2,380
+8% +$487K 2.61% 7
2024
Q3 		$5.48M Buy
29,427
+107
+0.4% +$19.5K 2.13% 11
2024
Q2 		$5.67M Buy
29,320
+1,164
+4% +$214K 2.39% 10
2024
Q1 		$5.08M Buy
28,156
+1,175
+4% +$196K 2.27% 11
2023
Q4 		$4.1M Buy
26,981
+330
+1% +$46.3K 2.1% 13
2023
Q3 		$3.39M Buy
26,651
+4,271
+19% +$572K 1.86% 13
2023
Q2 		$2.92M Sell
22,380
-1,800
-7% -$206K 1.78% 12
2023
Q1 		$2.5M Buy
24,180
+13,406
+124% +$1.3M 1.66% 13
2022
Q4 		$905K Buy
10,774
+396
+4% +$39.1K 0.72% 35
2022
Q3 		$1.17M Buy
10,378
+122
+1% +$15.4K 0.99% 19
2022
Q2 		$1.09M Buy
10,256
+1,716
+20% +$215K 0.86% 23
2022
Q1 		$1.39M Buy
8,540
+20
+0.2% +$3.09K 0.89% 23
2021
Q4 		$1.42M Buy
8,520
+20
+0.2% +$3.42K 0.89% 20
2021
Q3 		$1.4M Sell
8,500
-420
-5% -$72.4K 0.92% 18
2021
Q2 		$1.53M Sell
8,920
-220
-2% -$36.6K 1.03% 17
2021
Q1 		$1.41M Sell
9,140
-80
-0.9% -$12.7K 1.07% 15
2020
Q4 		$1.5M Buy
+9,220
New +$1.47M 1.21% 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

Palumbo Wealth Management's AMZN Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Amazon (AMZN) stake by 0.62% in Q2 2026, selling an estimated $128K and leaving 81,207 shares worth $19.4M. The position accounts for 4.05% of the portfolio, ranked #5.

Palumbo Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Palumbo Wealth Management held 81,207 shares of Amazon worth $19.4M as of Q2 2026.
  • Palumbo Wealth Management sold 509 Amazon shares in Q2 2026, an estimated $128K.
  • Amazon made up 4.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Palumbo Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.