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Perfromance Wealth Partners’s Amazon AMZN Stock Holding History

Perfromance Wealth Partners’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 		$240M Buy
1,005,472
+2,287
+0.2% +$574K 5.95% 5
2026
Q1 		$209M Sell
1,003,185
-11,438
-1% -$2.52M 6.06% 5
2025
Q4 		$234M Sell
1,014,623
-17,636
-2% -$4.03M 6.35% 5
2025
Q3 		$227M Buy
1,032,259
+319
+0% +$72.2K 6.32% 5
2025
Q2 		$226M Sell
1,031,940
-2,947
-0.3% -$583K 7.24% 4
2025
Q1 		$197M Sell
1,034,887
-2,023
-0.2% -$439K 7.03% 3
2024
Q4 		$227M Sell
1,036,910
-3,869
-0.4% -$792K 7.31% 3
2024
Q3 		$194M Buy
1,040,779
+11,318
+1% +$2.07M 6.68% 4
2024
Q2 		$199M Buy
1,029,461
+35,503
+4% +$6.52M 7.33% 4
2024
Q1 		$179M Buy
993,958
+19,379
+2% +$3.23M 7.52% 4
2023
Q4 		$148M Sell
974,579
-21,282
-2% -$2.98M 6.51% 4
2023
Q3 		$127M Sell
995,861
-14,858
-1% -$1.99M 6.15% 4
2023
Q2 		$132M Sell
1,010,719
-33,005
-3% -$3.77M 6.06% 4
2023
Q1 		$108M Sell
1,043,724
-19,340
-2% -$1.87M 5.53% 4
2022
Q4 		$89.3M Sell
1,063,064
-57,835
-5% -$5.71M 5.37% 4
2022
Q3 		$127M Sell
1,120,899
-17,111
-2% -$2.16M 7.34% 3
2022
Q2 		$121M Sell
1,138,010
-16,710
-1% -$2.09M 6.79% 3
2022
Q1 		$188M Sell
1,154,720
-5,460
-0.5% -$844K 8.2% 3
2021
Q4 		$193M Buy
+1,160,180
New +$199M 7.81% 3

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

Perfromance Wealth Partners's AMZN Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Amazon (AMZN) stake by 0.23% in Q2 2026, buying an estimated $574K and bringing the position to 1,005,472 shares worth $240M. The position accounts for 5.95% of the portfolio, ranked #5.

Perfromance Wealth Partners first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Perfromance Wealth Partners held 1,005,472 shares of Amazon worth $240M as of Q2 2026.
  • Perfromance Wealth Partners bought 2,287 Amazon shares in Q2 2026, an estimated $574K.
  • Amazon made up 5.95% of Perfromance Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Perfromance Wealth Partners first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.