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Sax Wealth Advisors’s Amazon AMZN Stock Holding History

Sax 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 		$9.02M Buy
43,306
+5,947
+16% +$1.49M 0.37% 50
2026
Q1 		$8.62M Sell
37,359
-1,804
-5% -$397K 0.42% 43
2025
Q4 		$9.04M Buy
39,163
+2,858
+8% +$654K 0.43% 41
2025
Q3 		$7.97M Buy
36,305
+2,595
+8% +$587K 0.43% 39
2025
Q2 		$7.4M Buy
33,710
+5,783
+21% +$1.14M 0.45% 38
2025
Q1 		$5.31M Buy
27,927
+810
+3% +$176K 0.38% 45
2024
Q4 		$5.95M Buy
+27,117
New +$5.55M 0.47% 34
2024
Q3 		– Sell
-24,062
Closed -$4.65M – 294
2024
Q2 		$4.65M Buy
+24,062
New +$4.42M 0.44% 34
2024
Q1 		– Sell
-18,033
Closed -$2.74M – 196
2023
Q4 		$2.74M Buy
18,033
+140
+0.8% +$19.6K 0.45% 41
2023
Q3 		$2.27M Buy
17,893
+2,727
+18% +$365K 0.45% 42
2023
Q2 		$1.98M Sell
15,166
-151
-1% -$17.2K 0.39% 46
2023
Q1 		$1.58M Buy
15,317
+4,340
+40% +$419K 0.34% 48
2022
Q4 		$922K Sell
10,977
-3,826
-26% -$378K 0.21% 62
2022
Q3 		$1.67M Sell
14,803
-200
-1% -$25.3K 0.43% 46
2022
Q2 		$1.59M Buy
15,003
+4,743
+46% +$594K 0.41% 46
2022
Q1 		$1.67M Buy
10,260
+720
+8% +$111K 0.4% 42
2021
Q4 		$1.59M Buy
9,540
+3,280
+52% +$561K 0.33% 52
2021
Q3 		$1.03M Buy
6,260
+460
+8% +$79.3K 0.24% 62
2021
Q2 		$998K Sell
5,800
-120
-2% -$19.9K 0.34% 57
2021
Q1 		$916K Buy
5,920
+500
+9% +$79.3K 0.34% 58
2020
Q4 		$883K Buy
+5,420
New +$865K 0.41% 54

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

Sax Wealth Advisors's AMZN Position: Q2 2026 in Review

Sax Wealth Advisors increased its Amazon (AMZN) stake by 16% in Q2 2026, buying an estimated $1.49M and bringing the position to 43,306 shares worth $9.02M. The position accounts for 0.37% of the portfolio, ranked #50.

Sax Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.04M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sax Wealth Advisors held 43,306 shares of Amazon worth $9.02M as of Q2 2026.
  • Sax Wealth Advisors bought 5,947 Amazon shares in Q2 2026, an estimated $1.49M.
  • Amazon made up 0.37% of Sax Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Sax Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Sax Wealth Advisors's Amazon position peaked at $9.04M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.