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Phoenix Wealth Advisors’s Amazon AMZN Stock Holding History

Phoenix 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 		$587K Sell
2,464
-400
-14% -$100K 0.2% 75
2026
Q1 		$596K Hold
2,864
– – 0.24% 73
2025
Q4 		$661K Hold
2,864
– – 0.25% 68
2025
Q3 		$629K Buy
2,864
+15
+0.5% +$3.4K 0.24% 70
2025
Q2 		$625K Sell
2,849
-280
-9% -$55.4K 0.26% 71
2025
Q1 		$595K Sell
3,129
-33
-1% -$7.16K 0.26% 68
2024
Q4 		$694K Buy
3,162
+122
+4% +$25K 0.3% 64
2024
Q3 		$566K Sell
3,040
-850
-22% -$155K 0.26% 69
2024
Q2 		$752K Buy
3,890
+381
+11% +$70K 0.38% 60
2024
Q1 		$633K Buy
3,509
+70
+2% +$11.7K 0.39% 59
2023
Q4 		$516K Buy
3,439
+115
+3% +$16.1K 0.36% 53
2023
Q3 		$423K Buy
3,324
+104
+3% +$13.9K 0.25% 58
2023
Q2 		$420K Hold
3,220
– – 0.24% 55
2023
Q1 		$333K Buy
3,220
+120
+4% +$11.6K 0.21% 68
2022
Q4 		$260K Hold
3,100
– – 0.16% 88
2022
Q3 		$350K Hold
3,100
– – 0.35% 64
2022
Q2 		$329K Buy
3,100
+660
+27% +$82.6K 0.32% 73
2022
Q1 		$387K Buy
2,440
+20
+0.8% +$3.09K 0.4% 60
2021
Q4 		$403K Buy
2,420
+160
+7% +$27.4K 0.3% 75
2021
Q3 		$371K Hold
2,260
– – 0.28% 75
2021
Q2 		$415K Hold
2,260
– – 0.3% 73
2021
Q1 		$357K Hold
2,260
– – 0.28% 71
2020
Q4 		$368K Buy
+2,260
New +$361K 0.28% 72

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

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

Phoenix Wealth Advisors reduced its Amazon (AMZN) stake by 14% in Q2 2026, selling an estimated $100K and leaving 2,464 shares worth $587K. The position accounts for 0.2% of the portfolio, ranked #75.

Phoenix Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $752K in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Phoenix Wealth Advisors held 2,464 shares of Amazon worth $587K as of Q2 2026.
  • Phoenix Wealth Advisors sold 400 Amazon shares in Q2 2026, an estimated $100K.
  • Amazon made up 0.2% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Phoenix Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Amazon position peaked at $752K in Q2 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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