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Simplicity Wealth’s Amazon AMZN Stock Holding History

Simplicity 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 		$26.6M Buy
111,492
+40,226
+56% +$10.1M 0.9% 16
2026
Q1 		$14.8M Buy
71,266
+7,500
+12% +$1.65M 0.84% 17
2025
Q4 		$14.7M Sell
63,766
-15,155
-19% -$3.47M 0.88% 17
2025
Q3 		$17.3M Sell
78,921
-22,387
-22% -$5.07M 1% 15
2025
Q2 		$22.2M Buy
101,308
+33,232
+49% +$6.58M 0.93% 19
2025
Q1 		$13M Buy
68,076
+36,299
+114% +$7.88M 1.01% 14
2024
Q4 		$6.97M Sell
31,777
-14,085
-31% -$2.88M 1.45% 14
2024
Q3 		$8.55M Sell
45,862
-263,165
-85% -$48M 0.79% 22
2024
Q2 		$59.7M Sell
309,027
-4,769
-2% -$876K 1.35% 11
2024
Q1 		$56.6M Buy
313,796
+303,474
+2,940% +$50.7M 1.35% 15
2023
Q4 		$1.57M Buy
10,322
+7,860
+319% +$1.1M 0.61% 31
2023
Q3 		$313K Sell
2,462
-58
-2% -$7.77K 0.18% 64
2023
Q2 		$329K Buy
2,520
+221
+10% +$25.2K 0.2% 57
2023
Q1 		$237K Sell
2,299
-575
-20% -$55.6K 0.16% 58
2022
Q4 		$241K Buy
+2,874
New +$284K 0.21% 60
2022
Q2 		– Sell
-1,480
Closed -$241K – 54
2022
Q1 		$241K Hold
1,480
– – 0.23% 61
2021
Q4 		$247K Buy
+1,480
New +$253K 0.13% 59

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Simplicity Wealth's AMZN Position: Q2 2026 in Review

Simplicity Wealth increased its Amazon (AMZN) stake by 56% in Q2 2026, buying an estimated $10.1M and bringing the position to 111,492 shares worth $26.6M. The position accounts for 0.9% of the portfolio, ranked #16.

Simplicity Wealth first reported a position in AMZN in Q4 2021 and has held it in 17 quarters since. The position peaked at $59.7M in Q2 2024. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Simplicity Wealth held 111,492 shares of Amazon worth $26.6M as of Q2 2026.
  • Simplicity Wealth bought 40,226 Amazon shares in Q2 2026, an estimated $10.1M.
  • Amazon made up 0.9% of Simplicity Wealth's portfolio in Q2 2026, its #16 holding.
  • Simplicity Wealth first reported a position in Amazon in Q4 2021 and has held it in 17 quarters since.
  • Simplicity Wealth's Amazon position peaked at $59.7M in Q2 2024.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.