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SOA Wealth Advisors’s Amazon AMZN Stock Holding History

SOA Wealth Advisors’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 		$13.7M Sell
71,625
-2,130
-3% -$535K 2.3% 8
2026
Q1 		$11.8M Sell
73,755
-453
-0.6% -$99.7K 2.23% 8
2025
Q4 		$13.2M Sell
74,208
-86
-0.1% -$19.7K 2.23% 8
2025
Q3 		$12.6M Buy
74,294
+996
+1% +$225K 2.15% 7
2025
Q2 		$12.3M Sell
73,298
-4,808
-6% -$951K 2.32% 7
2025
Q1 		$11M Buy
78,106
+12,157
+18% +$2.64M 2.29% 8
2024
Q4 		$14.5M Sell
65,949
-806
-1% -$165K 2.67% 6
2024
Q3 		$12.4M Sell
66,755
-145
-0.2% -$26.5K 2.37% 6
2024
Q2 		$12.9M Buy
66,900
+649
+1% +$119K 2.6% 6
2024
Q1 		$12M Sell
66,251
-335
-0.5% -$55.9K 2.47% 6
2023
Q4 		$10.1M Sell
66,586
-991
-1% -$139K 2.25% 7
2023
Q3 		$8.59M Sell
67,577
-79
-0.1% -$10.6K 2.14% 9
2023
Q2 		$8.82M Sell
67,656
-1,690
-2% -$193K 2.07% 8
2023
Q1 		$7.16M Buy
69,346
+230
+0.3% +$22.2K 1.76% 12
2022
Q4 		$5.81M Sell
69,116
-1,040
-1% -$103K 1.56% 14
2022
Q3 		$7.93M Sell
70,156
-25
-0% -$3.16K 2.39% 7
2022
Q2 		$7.45M Sell
70,181
-1,939
-3% -$243K 2.2% 8
2022
Q1 		$11.8M Sell
72,120
-15,500
-18% -$2.39M 2.87% 5
2021
Q4 		$14.8M Sell
87,620
-680
-0.8% -$116K 3.58% 4
2021
Q3 		$14.5M Buy
88,300
+1,320
+2% +$228K 3.72% 4
2021
Q2 		$15M Buy
86,980
+3,300
+4% +$548K 3.84% 4
2021
Q1 		$12.9M Buy
83,680
+840
+1% +$133K 3.62% 4
2020
Q4 		$13.6M Buy
+82,840
New +$13.2M 3.71% 4

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

SOA Wealth Advisors's AMZN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $535K and leaving 71,625 shares worth $13.7M. The position accounts for 2.3% of the portfolio, ranked #8.

SOA Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $15M in Q2 2021. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SOA Wealth Advisors held 71,625 shares of Amazon worth $13.7M as of Q2 2026.
  • SOA Wealth Advisors sold 2,130 Amazon shares in Q2 2026, an estimated $535K.
  • Amazon made up 2.3% of SOA Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • SOA Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Amazon position peaked at $15M in Q2 2021.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.