Potentia Wealth’s Amazon AMZN Stock Holding History

Potentia Wealth’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	$2.05M	Sell	8,589 -1,911	-18%	-$480K	0.84%	21
2026 Q1	$2.19M	Buy	10,500 +1,580	+18%	+$348K	0.84%	20
2025 Q4	$2.06M	Buy	8,920 +400	+5%	+$91.5K	0.75%	22
2025 Q3	$1.87M	Buy	8,520 +40	+0.5%	+$9.05K	0.71%	23
2025 Q2	$1.86M	Sell	8,480 -74	-0.9%	-$14.6K	1.06%	12
2025 Q1	$1.63M	Buy	8,554 +540	+7%	+$117K	0.76%	20
2024 Q4	$1.76M	Buy	+8,014	New	+$1.64M	0.78%	25

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

Potentia Wealth's AMZN Position: Q2 2026 in Review

Potentia Wealth reduced its Amazon (AMZN) stake by 18% in Q2 2026, selling an estimated $480K and leaving 8,589 shares worth $2.05M. The position accounts for 0.84% of the portfolio, ranked #21.

Potentia Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q1 2026. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Potentia Wealth held 8,589 shares of Amazon worth $2.05M as of Q2 2026.
Potentia Wealth sold 1,911 Amazon shares in Q2 2026, an estimated $480K.
Amazon made up 0.84% of Potentia Wealth's portfolio in Q2 2026, its #21 holding.
Potentia Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's Amazon position peaked at $2.19M in Q1 2026.
6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.