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AMZN icon

RFG - Bristol Wealth Advisors’s Amazon AMZN Stock Holding History

RFG - Bristol 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 		$5.52M Sell
23,161
-8
-0% -$2.01K 1.33% 18
2026
Q1 		$4.83M Sell
23,169
-976
-4% -$215K 1.3% 18
2025
Q4 		$5.57M Buy
24,145
+511
+2% +$117K 1.55% 16
2025
Q3 		$5.19M Sell
23,634
-91
-0.4% -$20.6K 1.5% 14
2025
Q2 		$5.21M Sell
23,725
-1,172
-5% -$232K 1.61% 14
2025
Q1 		$4.74M Sell
24,897
-1,226
-5% -$266K 1.59% 16
2024
Q4 		$5.73M Buy
+26,123
New +$5.34M 1.88% 15

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

RFG - Bristol Wealth Advisors's AMZN Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Amazon (AMZN) stake by 0.03% in Q2 2026, selling an estimated $2.01K and leaving 23,161 shares worth $5.52M. The position accounts for 1.33% of the portfolio, ranked #18.

RFG - Bristol Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.73M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 23,161 shares of Amazon worth $5.52M as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 8 Amazon shares in Q2 2026, an estimated $2.01K.
  • Amazon made up 1.33% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Amazon position peaked at $5.73M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.