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SkyOak Wealth’s Amazon AMZN Stock Holding History

SkyOak 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 		$7.64M Sell
32,066
-4,546
-12% -$1.14M 1.25% 25
2026
Q1 		$7.63M Buy
36,612
+1,473
+4% +$324K 1.4% 16
2025
Q4 		$8.11M Buy
35,139
+737
+2% +$169K 1.46% 14
2025
Q3 		$7.55M Sell
34,402
-588
-2% -$133K 1.43% 18
2025
Q2 		$7.68M Buy
34,990
+581
+2% +$115K 1.54% 15
2025
Q1 		$6.55M Buy
34,409
+1,032
+3% +$224K 1.43% 19
2024
Q4 		$7.32M Buy
33,377
+1,292
+4% +$264K 1.57% 15
2024
Q3 		$5.98M Sell
32,085
-156
-0.5% -$28.5K 1.32% 20
2024
Q2 		$6.23M Buy
32,241
+5
+0% +$919 1.45% 17
2024
Q1 		$5.81M Buy
32,236
+488
+2% +$81.5K 1.39% 18
2023
Q4 		$4.82M Buy
31,748
+810
+3% +$114K 1.26% 20
2023
Q3 		$3.93M Buy
30,938
+633
+2% +$84.8K 1.15% 23
2023
Q2 		$3.95M Buy
30,305
+2,308
+8% +$264K 1.12% 24
2023
Q1 		$2.89M Buy
27,997
+2,413
+9% +$233K 0.88% 32
2022
Q4 		$2.15M Buy
25,584
+498
+2% +$49.2K 0.72% 38
2022
Q3 		$2.83M Buy
25,086
+36
+0.1% +$4.55K 1.02% 28
2022
Q2 		$2.66M Buy
25,050
+830
+3% +$104K 0.91% 33
2022
Q1 		$3.95M Buy
24,220
+600
+3% +$92.7K 1.1% 27
2021
Q4 		$3.94M Buy
23,620
+200
+0.9% +$34.2K 1% 32
2021
Q3 		$3.85M Buy
23,420
+840
+4% +$145K 1.04% 28
2021
Q2 		$3.88M Buy
22,580
+520
+2% +$86.4K 1.04% 26
2021
Q1 		$3.81M Sell
22,060
-440
-2% -$69.7K 1.06% 24
2020
Q4 		$3.66M Sell
22,500
-1,560
-6% -$249K 1.14% 23
2020
Q3 		$3.79M Sell
24,060
-9,960
-29% -$1.57M 1.36% 16
2020
Q2 		$4.69M Buy
34,020
+6,860
+25% +$829K 1.73% 11
2020
Q1 		$2.65M Sell
27,160
-2,800
-9% -$271K 1.35% 16
2019
Q4 		$2.77M Buy
+29,960
New +$2.65M 0.86% 31

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

SkyOak Wealth's AMZN Position: Q2 2026 in Review

SkyOak Wealth reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $1.14M and leaving 32,066 shares worth $7.64M. The position accounts for 1.25% of the portfolio, ranked #25.

SkyOak Wealth first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.11M in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SkyOak Wealth held 32,066 shares of Amazon worth $7.64M as of Q2 2026.
  • SkyOak Wealth sold 4,546 Amazon shares in Q2 2026, an estimated $1.14M.
  • Amazon made up 1.25% of SkyOak Wealth's portfolio in Q2 2026, its #25 holding.
  • SkyOak Wealth first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Amazon position peaked at $8.11M in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.