Plum Street Advisors’s Amazon AMZN Stock Holding History

Plum Street 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	$698K	Buy	2,928 +26	+0.9%	+$6.53K	0.22%	64
2026 Q1	$604K	Sell	2,902 -100	-3%	-$22K	0.21%	65
2025 Q4	$693K	Sell	3,002 -368	-11%	-$84.2K	0.25%	63
2025 Q3	$740K	Hold	3,370	–	–	0.29%	61
2025 Q2	$739K	Sell	3,370 -24	-0.7%	-$4.75K	0.33%	53
2025 Q1	$646K	Sell	3,394 -8	-0.2%	-$1.74K	0.31%	54
2024 Q4	$746K	Buy	3,402 +100	+3%	+$20.5K	0.37%	51
2024 Q3	$615K	Buy	+3,302	New	+$602K	0.31%	55
2024 Q2	–	Sell	-3,302	Closed	-$615K	–	66
2024 Q1	$615K	Buy	+3,302	New	+$551K	0.31%	55

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

Plum Street Advisors's AMZN Position: Q2 2026 in Review

Plum Street Advisors increased its Amazon (AMZN) stake by 0.9% in Q2 2026, buying an estimated $6.53K and bringing the position to 2,928 shares worth $698K. The position accounts for 0.22% of the portfolio, ranked #64.

Plum Street Advisors first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Plum Street Advisors held 2,928 shares of Amazon worth $698K as of Q2 2026.
Plum Street Advisors bought 26 Amazon shares in Q2 2026, an estimated $6.53K.
Amazon made up 0.22% of Plum Street Advisors's portfolio in Q2 2026, its #64 holding.
Plum Street Advisors first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
Plum Street Advisors's Amazon position peaked at $746K in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.