Retirement Capital Strategies’s Amazon AMZN Stock Holding History

Retirement Capital Strategies’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	$283K	Buy	1,188 +152	+15%	+$38.2K	0.1%	65
2026 Q1	$216K	Buy	1,036 +24	+2%	+$5.28K	0.08%	61
2025 Q4	$234K	Buy	1,012 +10	+1%	+$2.29K	0.09%	66
2025 Q3	$220K	Buy	1,002 +4	+0.4%	+$905	0.08%	62
2025 Q2	$219K	Buy	+998	New	+$197K	0.09%	62
2025 Q1	–	Sell	-948	Closed	-$208K	–	78
2024 Q4	$208K	Buy	+948	New	+$194K	0.08%	77
2024 Q3	–	Sell	-1,202	Closed	-$232K	–	66
2024 Q2	$232K	Buy	1,202 +7	+0.6%	+$1.29K	0.09%	64
2024 Q1	$216K	Buy	+1,195	New	+$199K	0.09%	66

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

Retirement Capital Strategies's AMZN Position: Q2 2026 in Review

Retirement Capital Strategies increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $38.2K and bringing the position to 1,188 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #65.

Retirement Capital Strategies first reported a position in AMZN in Q1 2024 and has held it in 8 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Retirement Capital Strategies held 1,188 shares of Amazon worth $283K as of Q2 2026.
Retirement Capital Strategies bought 152 Amazon shares in Q2 2026, an estimated $38.2K.
Amazon made up 0.1% of Retirement Capital Strategies's portfolio in Q2 2026, its #65 holding.
Retirement Capital Strategies first reported a position in Amazon in Q1 2024 and has held it in 8 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.