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Powell Investment Advisors’s Amazon AMZN Stock Holding History

Powell Investment 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 		$9.01M Sell
37,800
-312
-0.8% -$78.3K 2.84% 7
2026
Q1 		$7.94M Sell
38,112
-100
-0.3% -$22K 2.74% 7
2025
Q4 		$8.82M Buy
38,212
+302
+0.8% +$69.1K 3.04% 7
2025
Q3 		$8.32M Sell
37,910
-1,450
-4% -$328K 2.91% 7
2025
Q2 		$8.64M Buy
+39,360
New +$7.79M 3.24% 7
2025
Q1 		– Sell
-30,955
Closed -$6.79M – 147
2024
Q4 		$6.79M Hold
30,955
– – 3.15% 8
2024
Q3 		$5.77M Buy
30,955
+218
+0.7% +$39.8K 2.69% 10
2024
Q2 		$5.94M Buy
30,737
+243
+0.8% +$44.6K 3.08% 8
2024
Q1 		$5.5M Sell
30,494
-547
-2% -$91.3K 2.9% 9
2023
Q4 		$4.72M Sell
31,041
-270
-0.9% -$37.8K 2.61% 10
2023
Q3 		$3.98M Buy
31,311
+1,847
+6% +$247K 2.39% 11
2023
Q2 		$3.84M Hold
29,464
– – 2.24% 12
2023
Q1 		$3.04M Buy
29,464
+3,778
+15% +$365K 1.69% 13
2022
Q4 		$2.16M Buy
25,686
+12,837
+100% +$1.27M 1.25% 14
2022
Q3 		$1.45M Sell
12,849
-513
-4% -$64.8K 0.95% 18
2022
Q2 		$1.42M Buy
13,362
+5,262
+65% +$658K 0.86% 18
2022
Q1 		$1.32M Buy
8,100
+6,000
+286% +$927K 0.77% 18
2021
Q4 		$350K Hold
2,100
– – 0.2% 68
2021
Q3 		$345K Sell
2,100
-300
-13% -$51.7K 0.21% 66
2021
Q2 		$413K Buy
2,400
+1,000
+71% +$166K 0.25% 53
2021
Q1 		$217K Sell
1,400
-60
-4% -$9.51K 0.14% 91
2020
Q4 		$238K Hold
1,460
– – 0.18% 76
2020
Q3 		$230K Buy
+1,460
New +$230K 0.2% 79

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

Powell Investment Advisors's AMZN Position: Q2 2026 in Review

Powell Investment Advisors reduced its Amazon (AMZN) stake by 0.82% in Q2 2026, selling an estimated $78.3K and leaving 37,800 shares worth $9.01M. The position accounts for 2.84% of the portfolio, ranked #7.

Powell Investment Advisors first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Powell Investment Advisors held 37,800 shares of Amazon worth $9.01M as of Q2 2026.
  • Powell Investment Advisors sold 312 Amazon shares in Q2 2026, an estimated $78.3K.
  • Amazon made up 2.84% of Powell Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Powell Investment Advisors first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.