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Ridgeline Wealth’s Amazon AMZN Stock Holding History

Ridgeline Wealth’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 		$293K Hold
1,230
– – 0.17% 49
2026
Q1 		$256K Buy
1,230
+6
+0.5% +$1.32K 0.18% 43
2025
Q4 		$282K Buy
1,224
+74
+6% +$16.9K 0.2% 40
2025
Q3 		$252K Buy
1,150
+68
+6% +$15.4K 0.19% 42
2025
Q2 		$237K Hold
1,082
– – 0.19% 42
2025
Q1 		$206K Hold
1,082
– – 0.17% 54
2024
Q4 		$237K Buy
+1,082
New +$221K 0.19% 51

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

Ridgeline Wealth's AMZN Position: Q2 2026 in Review

Ridgeline Wealth held its Amazon (AMZN) position steady in Q2 2026 at 1,230 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #49.

Ridgeline Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ridgeline Wealth held 1,230 shares of Amazon worth $293K as of Q2 2026.
  • Ridgeline Wealth left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.17% of Ridgeline Wealth's portfolio in Q2 2026, its #49 holding.
  • Ridgeline Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.