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Soltis Investment Advisors’s Amazon AMZN Stock Holding History

Soltis Investment 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 		$763K Buy
+3,200
New +$803K 0.04% 286

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

Soltis Investment Advisors's AMZN Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Amazon (AMZN) stake by 4.5% in Q2 2026, selling an estimated $1.96M and leaving 166,333 shares worth $39.6M. The position accounts for 2.21% of the portfolio, ranked #5.

Soltis Investment Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.2M in Q2 2025. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Soltis Investment Advisors held 166,333 shares of Amazon worth $39.6M as of Q2 2026.
  • Soltis Investment Advisors sold 7,807 Amazon shares in Q2 2026, an estimated $1.96M.
  • Amazon made up 2.21% of Soltis Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Soltis Investment Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Amazon position peaked at $44.2M in Q2 2025.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.