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Prepared Retirement Institute’s Amazon AMZN Stock Holding History

Prepared Retirement Institute’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 		$461K Buy
1,936
+215
+12% +$54K 0.2% 55
2026
Q1 		$358K Hold
1,721
– – 0.18% 58
2025
Q4 		$397K Hold
1,721
– – 0.2% 57
2025
Q3 		$378K Buy
1,721
+310
+22% +$70.2K 0.2% 56
2025
Q2 		$310K Hold
1,411
– – 0.18% 62
2025
Q1 		$268K Sell
1,411
-401
-22% -$87K 0.17% 73
2024
Q4 		$398K Hold
1,812
– – 0.23% 46
2024
Q3 		$338K Hold
1,812
– – 0.2% 49
2024
Q2 		$350K Buy
1,812
+156
+9% +$28.7K 0.23% 47
2024
Q1 		$299K Sell
1,656
-2,083
-56% -$348K 0.22% 52
2023
Q4 		$568K Buy
+3,739
New +$524K 0.43% 34

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

Prepared Retirement Institute's AMZN Position: Q2 2026 in Review

Prepared Retirement Institute increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $54K and bringing the position to 1,936 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #55.

Prepared Retirement Institute first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $568K in Q4 2023. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Prepared Retirement Institute held 1,936 shares of Amazon worth $461K as of Q2 2026.
  • Prepared Retirement Institute bought 215 Amazon shares in Q2 2026, an estimated $54K.
  • Amazon made up 0.2% of Prepared Retirement Institute's portfolio in Q2 2026, its #55 holding.
  • Prepared Retirement Institute first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's Amazon position peaked at $568K in Q4 2023.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.