SilverOak Wealth Management’s Amazon AMZN Stock Holding History

SilverOak 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	$1.95M	Buy	8,196 +223	+3%	+$56K	0.25%	44
2026 Q1	$1.66M	Buy	7,973 +103	+1%	+$22.7K	0.26%	39
2025 Q4	$1.82M	Sell	7,870 -1,917	-20%	-$439K	0.28%	36
2025 Q3	$2.15M	Sell	9,787 -559	-5%	-$127K	0.36%	32
2025 Q2	$2.27M	Buy	10,346 +2,813	+37%	+$557K	0.43%	29
2025 Q1	$1.43M	Hold	7,533	–	–	0.31%	36
2024 Q4	$1.65M	Sell	7,533 -361	-5%	-$73.9K	0.36%	32
2024 Q3	$1.47M	Buy	7,894 +64	+0.8%	+$11.7K	0.33%	33
2024 Q2	$1.51M	Buy	7,830 +2,024	+35%	+$372K	0.36%	32
2024 Q1	$1.05M	Sell	5,806 -28	-0.5%	-$4.67K	0.26%	37
2023 Q4	$886K	Buy	+5,834	New	+$818K	0.24%	40

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

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

SilverOak Wealth Management increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $56K and bringing the position to 8,196 shares worth $1.95M. The position accounts for 0.25% of the portfolio, ranked #44.

SilverOak Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q2 2025. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

SilverOak Wealth Management held 8,196 shares of Amazon worth $1.95M as of Q2 2026.
SilverOak Wealth Management bought 223 Amazon shares in Q2 2026, an estimated $56K.
Amazon made up 0.25% of SilverOak Wealth Management's portfolio in Q2 2026, its #44 holding.
SilverOak Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Amazon position peaked at $2.27M in Q2 2025.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.