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Pension & Wealth Management Advisors’s Amazon AMZN Stock Holding History

Pension & Wealth Management 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 		$2.62M Buy
11,000
+3,643
+50% +$914K 0.71% 24
2026
Q1 		$1.53M Buy
7,357
+768
+12% +$169K 0.45% 35
2025
Q4 		$1.52M Buy
6,589
+2,323
+54% +$531K 0.45% 37
2025
Q3 		$937K Buy
4,266
+629
+17% +$142K 0.3% 53
2025
Q2 		$798K Sell
3,637
-625
-15% -$124K 0.27% 60
2025
Q1 		$811K Buy
4,262
+383
+10% +$83.1K 0.3% 56
2024
Q4 		$851K Buy
3,879
+756
+24% +$155K 0.34% 46
2024
Q3 		$582K Buy
3,123
+652
+26% +$119K 0.3% 47
2024
Q2 		$478K Buy
2,471
+17
+0.7% +$3.12K 0.27% 50
2024
Q1 		$443K Sell
2,454
-16
-0.6% -$2.67K 0.29% 57
2023
Q4 		$375K Buy
2,470
+284
+13% +$39.8K 0.24% 57
2023
Q3 		$278K Sell
2,186
-37,124
-94% -$4.97M 0.2% 68
2023
Q2 		$287K Buy
39,310
+36,784
+1,456% +$4.2M 0.21% 64
2023
Q1 		$261K Buy
2,526
+55
+2% +$5.31K 0.21% 65
2022
Q4 		$208K Buy
+2,471
New +$244K 0.18% 68

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pension & Wealth Management Advisors's AMZN Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Amazon (AMZN) stake by 50% in Q2 2026, buying an estimated $914K and bringing the position to 11,000 shares worth $2.62M. The position accounts for 0.71% of the portfolio, ranked #24.

Pension & Wealth Management Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 5,848 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Pension & Wealth Management Advisors held 11,000 shares of Amazon worth $2.62M as of Q2 2026.
  • Pension & Wealth Management Advisors bought 3,643 Amazon shares in Q2 2026, an estimated $914K.
  • Amazon made up 0.71% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #24 holding.
  • Pension & Wealth Management Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.