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
2026 Q2	$577K	Buy	+2,420	New	+$607K	0.3%	44
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schulz Wealth's AMZN Position: Q2 2026 in Review

Schulz Wealth opened a new position in Amazon (AMZN) in Q2 2026: 2,420 shares worth $577K. The stake represents 0.3% of the portfolio and ranks #44 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in AMZN as recently as Q4 2025.

Schulz Wealth first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Schulz Wealth held 2,420 shares of Amazon worth $577K as of Q2 2026.
Amazon was a new Schulz Wealth position in Q2 2026.
Amazon made up 0.3% of Schulz Wealth's portfolio in Q2 2026, its #44 holding.
Schulz Wealth first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.