SIMA Wealth Partners’s Amazon AMZN Stock Holding History

SIMA Wealth Partners’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	$156K	Hold	654	–	–	0.11%	54
2026 Q1	$136K	Hold	654	–	–	0.1%	55
2025 Q4	$151K	Sell	654 -158	-19%	-$36.1K	0.11%	53
2025 Q3	$178K	Buy	812 +48	+6%	+$10.9K	0.14%	48
2025 Q2	$168K	Hold	764	–	–	0.14%	50
2025 Q1	$145K	Sell	764 -17	-2%	-$3.69K	0.12%	54
2024 Q4	$171K	Sell	781 -9	-1%	-$1.84K	0.15%	54
2024 Q3	$147K	Sell	790 -14	-2%	-$2.55K	0.13%	54
2024 Q2	$155K	Buy	+804	New	+$148K	0.15%	52

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

SIMA Wealth Partners's AMZN Position: Q2 2026 in Review

SIMA Wealth Partners held its Amazon (AMZN) position steady in Q2 2026 at 654 shares worth $156K. The position accounts for 0.11% of the portfolio, ranked #54.

SIMA Wealth Partners first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $178K in Q3 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

SIMA Wealth Partners held 654 shares of Amazon worth $156K as of Q2 2026.
SIMA Wealth Partners left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.11% of SIMA Wealth Partners's portfolio in Q2 2026, its #54 holding.
SIMA Wealth Partners first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Amazon position peaked at $178K in Q3 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.