Principia Wealth Advisory
AMZN icon

Principia Wealth Advisory’s Amazon AMZN Stock Holding History

Principia Wealth Advisory’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 		$265K Buy
1,113
+197
+22% +$49.4K 0.13% 68
2026
Q1 		$191K Buy
916
+99
+12% +$21.8K 0.11% 75
2025
Q4 		$189K Buy
817
+77
+10% +$17.6K 0.12% 75
2025
Q3 		$162K Buy
740
+51
+7% +$11.5K 0.11% 83
2025
Q2 		$151K Buy
689
+187
+37% +$37K 0.13% 73
2025
Q1 		$95.9K Sell
502
-112
-18% -$24.3K 0.09% 71
2024
Q4 		$135K Buy
+614
New +$126K 0.13% 59

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

Principia Wealth Advisory's AMZN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Amazon (AMZN) stake by 22% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,113 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #68.

Principia Wealth Advisory first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,187 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Principia Wealth Advisory held 1,113 shares of Amazon worth $265K as of Q2 2026.
  • Principia Wealth Advisory bought 197 Amazon shares in Q2 2026, an estimated $49.4K.
  • Amazon made up 0.13% of Principia Wealth Advisory's portfolio in Q2 2026, its #68 holding.
  • Principia Wealth Advisory first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.