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Sonoma Private Wealth’s Amazon AMZN Stock Holding History

Sonoma Private 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 		$804K Buy
3,372
+589
+21% +$148K 0.86% 39
2026
Q1 		$580K Sell
2,783
-2,853
-51% -$628K 0.71% 40
2025
Q4 		$1.3M Buy
5,636
+444
+9% +$102K 1.57% 16
2025
Q3 		$1.14M Buy
5,192
+28
+0.5% +$6.34K 1.36% 16
2025
Q2 		$1.13M Sell
5,164
-759
-13% -$150K 1.39% 14
2025
Q1 		$1.13M Buy
5,923
+514
+10% +$112K 1.56% 15
2024
Q4 		$1.19M Buy
5,409
+149
+3% +$30.5K 1.92% 13
2024
Q3 		$980K Buy
5,260
+66
+1% +$12K 1.53% 15
2024
Q2 		$1M Buy
5,194
+37
+0.7% +$6.8K 1.63% 15
2024
Q1 		$930K Buy
5,157
+944
+22% +$158K 1.5% 15
2023
Q4 		$640K Sell
4,213
-472
-10% -$66.2K 1.06% 32
2023
Q3 		$596K Buy
4,685
+86
+2% +$11.5K 1.09% 36
2023
Q2 		$600K Sell
4,599
-25
-0.5% -$2.85K 1.05% 33
2023
Q1 		$478K Buy
4,624
+90
+2% +$8.7K 0.95% 41
2022
Q4 		$381K Buy
+4,534
New +$448K 0.84% 40

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

Sonoma Private Wealth's AMZN Position: Q2 2026 in Review

Sonoma Private Wealth increased its Amazon (AMZN) stake by 21% in Q2 2026, buying an estimated $148K and bringing the position to 3,372 shares worth $804K. The position accounts for 0.86% of the portfolio, ranked #39.

Sonoma Private Wealth first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2025. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sonoma Private Wealth held 3,372 shares of Amazon worth $804K as of Q2 2026.
  • Sonoma Private Wealth bought 589 Amazon shares in Q2 2026, an estimated $148K.
  • Amazon made up 0.86% of Sonoma Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Sonoma Private Wealth first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Sonoma Private Wealth's Amazon position peaked at $1.3M in Q4 2025.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.