SWMG
AMZN icon

Sard Wealth Management Group’s Amazon AMZN Stock Holding History

Sard Wealth Management Group’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 		$1.89M Buy
7,917
+84
+1% +$21.1K 0.9% 14
2026
Q1 		$1.63M Buy
7,833
+2,330
+42% +$513K 0.89% 16
2025
Q4 		$1.27M Buy
5,503
+622
+13% +$142K 0.7% 19
2025
Q3 		$1.07M Buy
4,881
+27
+0.6% +$6.11K 0.61% 20
2025
Q2 		$1.06M Buy
4,854
+1,079
+29% +$214K 0.66% 19
2025
Q1 		$718K Buy
3,775
+403
+12% +$87.5K 0.48% 19
2024
Q4 		$740K Buy
3,372
+101
+3% +$20.7K 0.5% 20
2024
Q3 		$609K Sell
3,271
-2
-0.1% -$365 0.4% 24
2024
Q2 		$633K Buy
3,273
+75
+2% +$13.8K 0.44% 21
2024
Q1 		$577K Buy
3,198
+51
+2% +$8.51K 0.52% 22
2023
Q4 		$478K Buy
+3,147
New +$441K 0.48% 24

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

Sard Wealth Management Group's AMZN Position: Q2 2026 in Review

Sard Wealth Management Group increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 7,917 shares worth $1.89M. The position accounts for 0.9% of the portfolio, ranked #14.

Sard Wealth Management Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sard Wealth Management Group held 7,917 shares of Amazon worth $1.89M as of Q2 2026.
  • Sard Wealth Management Group bought 84 Amazon shares in Q2 2026, an estimated $21.1K.
  • Amazon made up 0.9% of Sard Wealth Management Group's portfolio in Q2 2026, its #14 holding.
  • Sard Wealth Management Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.