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Schrum Private Wealth Management’s Amazon AMZN Stock Holding History

Schrum Private Wealth Management’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 		$380K Sell
1,799
-182
-9% -$45.7K 0.39% 67
2026
Q1 		$412K Sell
1,981
-46
-2% -$10.1K 0.31% 82
2025
Q4 		$468K Sell
2,027
-17
-0.8% -$3.89K 0.35% 72
2025
Q3 		$449K Buy
2,044
+151
+8% +$34.2K 0.33% 74
2025
Q2 		$415K Sell
1,893
-121
-6% -$23.9K 0.33% 75
2025
Q1 		$383K Buy
2,014
+328
+19% +$71.2K 0.34% 77
2024
Q4 		$370K Sell
1,686
-468
-22% -$95.7K 0.31% 80
2024
Q3 		$401K Buy
2,154
+697
+48% +$127K 0.21% 110
2024
Q2 		$282K Hold
1,457
– – 0.25% 97
2024
Q1 		$263K Buy
+1,457
New +$243K 0.24% 105

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

Schrum Private Wealth Management's AMZN Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Amazon (AMZN) stake by 9.2% in Q2 2026, selling an estimated $45.7K and leaving 1,799 shares worth $380K. The position accounts for 0.39% of the portfolio, ranked #67.

Schrum Private Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Schrum Private Wealth Management held 1,799 shares of Amazon worth $380K as of Q2 2026.
  • Schrum Private Wealth Management sold 182 Amazon shares in Q2 2026, an estimated $45.7K.
  • Amazon made up 0.39% of Schrum Private Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Schrum Private Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Schrum Private Wealth Management's Amazon position peaked at $468K in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.