Schwallier Wealth Management’s Amazon AMZN Stock Holding History

Schwallier 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	$401K	Sell	1,683 -51	-3%	-$12.8K	0.25%	47
2026 Q1	$361K	Sell	1,734 -10	-0.6%	-$2.2K	0.26%	46
2025 Q4	$417K	Buy	1,744 +50	+3%	+$11.4K	0.27%	35
2025 Q3	$372K	Buy	1,694 +35	+2%	+$7.92K	0.23%	34
2025 Q2	$364K	Sell	1,659 -62	-4%	-$12.3K	0.22%	34
2025 Q1	$327K	Buy	1,721 +510	+42%	+$111K	0.24%	38
2024 Q4	$266K	Buy	+1,211	New	+$248K	0.2%	32
2024 Q3	–	Sell	-1,044	Closed	-$202K	–	36
2024 Q2	$202K	Buy	+1,044	New	+$192K	0.16%	28
2024 Q1	–	Sell	-2,976	Closed	-$452K	–	30
2023 Q4	$452K	Buy	+2,976	New	+$417K	0.37%	25

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

Schwallier Wealth Management's AMZN Position: Q2 2026 in Review

Schwallier Wealth Management reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $12.8K and leaving 1,683 shares worth $401K. The position accounts for 0.25% of the portfolio, ranked #47.

Schwallier Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. The position peaked at $452K in Q4 2023. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Schwallier Wealth Management held 1,683 shares of Amazon worth $401K as of Q2 2026.
Schwallier Wealth Management sold 51 Amazon shares in Q2 2026, an estimated $12.8K.
Amazon made up 0.25% of Schwallier Wealth Management's portfolio in Q2 2026, its #47 holding.
Schwallier Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
Schwallier Wealth Management's Amazon position peaked at $452K in Q4 2023.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.