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Primoris Wealth Advisors’s Amazon AMZN Stock Holding History

Primoris 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 		$6.4M Buy
26,847
+4,175
+18% +$1.05M 2.92% 8
2026
Q1 		$4.72M Buy
22,672
+563
+3% +$124K 3.31% 8
2025
Q4 		$5.1M Buy
22,109
+237
+1% +$54.2K 3.05% 6
2025
Q3 		$4.8M Sell
21,872
-985
-4% -$223K 3.05% 9
2025
Q2 		$5.01M Sell
22,857
-919
-4% -$182K 3.42% 5
2025
Q1 		$4.52M Buy
23,776
+288
+1% +$62.5K 3.5% 8
2024
Q4 		$5.15M Buy
23,488
+388
+2% +$79.4K 3.92% 6
2024
Q3 		$4.3M Sell
23,100
-5,803
-20% -$1.06M 3.13% 8
2024
Q2 		$5.59M Buy
28,903
+3,772
+15% +$693K 4.46% 2
2024
Q1 		$4.53M Buy
25,131
+3,515
+16% +$587K 3.62% 4
2023
Q4 		$3.28M Buy
21,616
+18,107
+516% +$2.54M 3.1% 9
2023
Q3 		$446K Sell
3,509
-43
-1% -$5.76K 0.54% 45
2023
Q2 		$463K Sell
3,552
-304
-8% -$34.7K 0.51% 44
2023
Q1 		$398K Buy
3,856
+215
+6% +$20.8K 0.49% 46
2022
Q4 		$306K Buy
3,641
+395
+12% +$39K 0.47% 45
2022
Q3 		$367K Sell
3,246
-54
-2% -$6.83K 0.65% 41
2022
Q2 		$350K Sell
3,300
-9,760
-75% -$1.22M 0.5% 49
2022
Q1 		$2.13M Hold
13,060
– – 1.98% 16
2021
Q4 		$2.18M Buy
+13,060
New +$2.24M 1.75% 22

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

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

Primoris Wealth Advisors increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $1.05M and bringing the position to 26,847 shares worth $6.4M. The position accounts for 2.92% of the portfolio, ranked #8.

Primoris Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Primoris Wealth Advisors held 26,847 shares of Amazon worth $6.4M as of Q2 2026.
  • Primoris Wealth Advisors bought 4,175 Amazon shares in Q2 2026, an estimated $1.05M.
  • Amazon made up 2.92% of Primoris Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Primoris Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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