Schulz Wealth’s Amazon AMZN Stock Holding History

Schulz 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
2025 Q4	$553K	Buy	2,394 +14	+0.6%	+$3.2K	0.35%	41
2025 Q3	$523K	Hold	2,380	–	–	0.35%	39
2025 Q2	$522K	Hold	2,380	–	–	0.39%	38
2025 Q1	$453K	Hold	2,380	–	–	0.35%	40
2024 Q4	$522K	Hold	2,380	–	–	0.4%	35
2024 Q3	$443K	Hold	2,380	–	–	0.34%	38
2024 Q2	$460K	Sell	2,380 -240	-9%	-$44.1K	0.39%	33
2024 Q1	$473K	Hold	2,620	–	–	0.4%	32
2023 Q4	$398K	Buy	+2,620	New	+$367K	0.38%	37

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schulz Wealth's AMZN Position: Q4 2025 in Review

Schulz Wealth increased its Amazon (AMZN) stake by 0.59% in Q4 2025, buying an estimated $3.2K and bringing the position to 2,394 shares worth $553K. The position accounts for 0.35% of the portfolio, ranked #41.

Schulz Wealth first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

Schulz Wealth held 2,394 shares of Amazon worth $553K as of Q4 2025.
Schulz Wealth bought 14 Amazon shares in Q4 2025, an estimated $3.2K.
Amazon made up 0.35% of Schulz Wealth's portfolio in Q4 2025, its #41 holding.
Schulz Wealth first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.