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Philip James Wealth Mangement’s Amazon AMZN Stock Holding History

Philip James Wealth Mangement’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 		$1.63M Sell
6,856
-1,871
-21% -$470K 0.18% 72
2026
Q1 		$1.82M Buy
8,727
+57
+0.7% +$12.6K 0.21% 66
2025
Q4 		$2M Buy
8,670
+134
+2% +$30.7K 0.23% 67
2025
Q3 		$1.87M Buy
8,536
+219
+3% +$49.6K 0.22% 69
2025
Q2 		$1.82M Buy
8,317
+172
+2% +$34K 0.23% 68
2025
Q1 		$1.55M Buy
8,145
+698
+9% +$151K 0.19% 67
2024
Q4 		$1.63M Sell
7,447
-922
-11% -$189K 0.21% 66
2024
Q3 		$1.56M Buy
8,369
+951
+13% +$174K 0.19% 66
2024
Q2 		$1.43M Buy
7,418
+107
+1% +$19.7K 0.95% 20
2024
Q1 		$1.32M Buy
7,311
+90
+1% +$15K 0.93% 21
2023
Q4 		$1.1M Buy
+7,221
New +$1.01M 0.85% 21

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

Philip James Wealth Mangement's AMZN Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Amazon (AMZN) stake by 21% in Q2 2026, selling an estimated $470K and leaving 6,856 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #72.

Philip James Wealth Mangement first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Philip James Wealth Mangement held 6,856 shares of Amazon worth $1.63M as of Q2 2026.
  • Philip James Wealth Mangement sold 1,871 Amazon shares in Q2 2026, an estimated $470K.
  • Amazon made up 0.18% of Philip James Wealth Mangement's portfolio in Q2 2026, its #72 holding.
  • Philip James Wealth Mangement first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Amazon position peaked at $2M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.