SLWA
AMZN icon

San Luis Wealth Advisors’s Amazon AMZN Stock Holding History

San Luis 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 		$13.2M Buy
55,518
+756
+1% +$190K 1.99% 12
2026
Q1 		$11.4M Buy
54,762
+1,630
+3% +$359K 1.89% 13
2025
Q4 		$12.3M Buy
53,132
+1,542
+3% +$353K 2.05% 12
2025
Q3 		$11.3M Buy
51,590
+2,152
+4% +$487K 2.04% 12
2025
Q2 		$10.8M Buy
49,438
+5,925
+14% +$1.17M 2.33% 11
2025
Q1 		$8.28M Sell
43,513
-14,905
-26% -$3.23M 1.87% 13
2024
Q4 		$12.8M Buy
58,418
+10,530
+22% +$2.15M 2.43% 9
2024
Q3 		$8.92M Buy
47,888
+4,041
+9% +$737K 1.84% 12
2024
Q2 		$8.47M Buy
+43,847
New +$8.05M 2.04% 12
2024
Q1 		– Sell
-46,265
Closed -$7.03M – 52
2023
Q4 		$7.03M Buy
46,265
+3,413
+8% +$478K 2.97% 7
2023
Q3 		$5.45M Sell
42,852
-9,586
-18% -$1.28M 2.62% 8
2023
Q2 		$6.84M Sell
52,438
-1,372
-3% -$157K 2.41% 7
2023
Q1 		$5.56M Buy
+53,810
New +$5.2M 2.13% 8
2022
Q2 		– Sell
-22,080
Closed -$3.68M – 83
2022
Q1 		$3.68M Buy
+22,080
New +$3.41M 1.8% 11
2021
Q4 		– Sell
-18,020
Closed -$2.96M – 91
2021
Q3 		$2.96M Buy
+18,020
New +$3.11M 1.65% 10
2020
Q4 		$1.88M Buy
+11,540
New +$1.84M 1.21% 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

San Luis Wealth Advisors's AMZN Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Amazon (AMZN) stake by 1.4% in Q2 2026, buying an estimated $190K and bringing the position to 55,518 shares worth $13.2M. The position accounts for 1.99% of the portfolio, ranked #12.

San Luis Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • San Luis Wealth Advisors held 55,518 shares of Amazon worth $13.2M as of Q2 2026.
  • San Luis Wealth Advisors bought 756 Amazon shares in Q2 2026, an estimated $190K.
  • Amazon made up 1.99% of San Luis Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • San Luis Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.