Perspective Wealth Advisors’s Amazon AMZN Stock Holding History

Perspective 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	$262K	Buy	+1,098	New	+$276K	0.14%	66

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

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

Perspective Wealth Advisors opened a new position in Amazon (AMZN) in Q2 2026: 1,098 shares worth $262K. The stake represents 0.14% of the portfolio and ranks #66 among its holdings.

6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Perspective Wealth Advisors held 1,098 shares of Amazon worth $262K as of Q2 2026.
Amazon was a new Perspective Wealth Advisors position in Q2 2026.
Amazon made up 0.14% of Perspective Wealth Advisors's portfolio in Q2 2026, its #66 holding.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.