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PCG Wealth Advisors’s Amazon AMZN Stock Holding History

PCG 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 		$2.1M Sell
8,831
-606
-6% -$152K 0.47% 67
2026
Q1 		$1.97M Buy
9,437
+1,901
+25% +$419K 0.5% 62
2025
Q4 		$1.74M Sell
7,536
-214
-3% -$49K 0.49% 61
2025
Q3 		$1.7M Buy
7,750
+247
+3% +$55.9K 0.5% 61
2025
Q2 		$1.65M Buy
7,503
+314
+4% +$62.1K 0.84% 34
2025
Q1 		$1.37M Sell
7,189
-95
-1% -$20.6K 0.48% 64
2024
Q4 		$1.6M Buy
7,284
+110
+2% +$22.5K 0.59% 54
2024
Q3 		$1.34M Buy
7,174
+783
+12% +$143K 0.52% 59
2024
Q2 		$1.24M Buy
6,391
+7
+0.1% +$1.29K 0.54% 52
2024
Q1 		$1.15M Buy
6,384
+7
+0.1% +$1.17K 0.55% 49
2023
Q4 		$969K Buy
6,377
+228
+4% +$32K 0.54% 46
2023
Q3 		$782K Hold
6,149
– – 0.51% 47
2023
Q2 		$802K Buy
6,149
+240
+4% +$27.4K 0.5% 50
2023
Q1 		$610K Buy
5,909
+500
+9% +$48.3K 0.39% 54
2022
Q4 		$454K Sell
5,409
-5,471
-50% -$540K 0.29% 67
2022
Q3 		$1.23M Buy
10,880
+4,380
+67% +$554K 0.44% 47
2022
Q2 		$690K Buy
6,500
+1,540
+31% +$193K 0.49% 42
2022
Q1 		$808K Buy
4,960
+1,440
+41% +$223K 0.51% 38
2021
Q4 		$585K Buy
+3,520
New +$602K 0.41% 44

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

PCG Wealth Advisors's AMZN Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Amazon (AMZN) stake by 6.4% in Q2 2026, selling an estimated $152K and leaving 8,831 shares worth $2.1M. The position accounts for 0.47% of the portfolio, ranked #67.

PCG Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • PCG Wealth Advisors held 8,831 shares of Amazon worth $2.1M as of Q2 2026.
  • PCG Wealth Advisors sold 606 Amazon shares in Q2 2026, an estimated $152K.
  • Amazon made up 0.47% of PCG Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • PCG Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.