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AMZN icon

SMART Wealth’s Amazon AMZN Stock Holding History

SMART 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 		$1.77M Buy
7,427
+1,016
+16% +$255K 0.38% 89
2026
Q1 		$1.34M Sell
6,411
-2,630
-29% -$579K 0.39% 83
2025
Q4 		$2.09M Buy
9,041
+1,761
+24% +$403K 0.64% 58
2025
Q3 		$1.6M Buy
7,280
+4,594
+171% +$1.04M 0.6% 59
2025
Q2 		$589K Sell
2,686
-9,158
-77% -$1.81M 0.18% 99
2025
Q1 		$2.25M Sell
11,844
-1,832
-13% -$398K 0.81% 42
2024
Q4 		$3M Buy
13,676
+6,359
+87% +$1.3M 1.07% 26
2024
Q3 		$1.36M Buy
7,317
+2,132
+41% +$389K 0.53% 46
2024
Q2 		$1M Buy
5,185
+893
+21% +$164K 0.41% 54
2024
Q1 		$774K Buy
4,292
+1,168
+37% +$195K 0.35% 55
2023
Q4 		$475K Buy
3,124
+801
+34% +$112K 0.26% 47
2023
Q3 		$295K Sell
2,323
-71
-3% -$9.51K 0.22% 55
2023
Q2 		$312K Buy
2,394
+56
+2% +$6.39K 0.24% 60
2023
Q1 		$241K Sell
2,338
-888
-28% -$85.8K 0.21% 64
2022
Q4 		$271K Buy
+3,226
New +$319K 0.2% 70

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

SMART Wealth's AMZN Position: Q2 2026 in Review

SMART Wealth increased its Amazon (AMZN) stake by 16% in Q2 2026, buying an estimated $255K and bringing the position to 7,427 shares worth $1.77M. The position accounts for 0.38% of the portfolio, ranked #89.

SMART Wealth first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $3M in Q4 2024. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SMART Wealth held 7,427 shares of Amazon worth $1.77M as of Q2 2026.
  • SMART Wealth bought 1,016 Amazon shares in Q2 2026, an estimated $255K.
  • Amazon made up 0.38% of SMART Wealth's portfolio in Q2 2026, its #89 holding.
  • SMART Wealth first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's Amazon position peaked at $3M in Q4 2024.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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