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Spahn Wealth & Retirement’s Amazon AMZN Stock Holding History

Spahn Wealth & Retirement’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 		$704K Sell
2,953
-21,935
-88% -$5.51M 0.45% 26
2026
Q1 		$5.18M Sell
24,888
-4,485
-15% -$987K 6.6% 7
2025
Q4 		$6.78M Sell
29,373
-184
-0.6% -$42.1K 4.21% 7
2025
Q3 		$6.49M Sell
29,557
-960
-3% -$217K 3.85% 10
2025
Q2 		$6.7M Sell
30,517
-26
-0.1% -$5.14K 4.31% 7
2025
Q1 		$5.81M Buy
30,543
+2,708
+10% +$588K 4.27% 7
2024
Q4 		$6.11M Buy
+27,835
New +$5.69M 4% 9

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

Spahn Wealth & Retirement's AMZN Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its Amazon (AMZN) stake by 88% in Q2 2026, selling an estimated $5.51M and leaving 2,953 shares worth $704K. The position accounts for 0.45% of the portfolio, ranked #26.

Spahn Wealth & Retirement first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.78M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spahn Wealth & Retirement held 2,953 shares of Amazon worth $704K as of Q2 2026.
  • Spahn Wealth & Retirement sold 21,935 Amazon shares in Q2 2026, an estimated $5.51M.
  • Amazon made up 0.45% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #26 holding.
  • Spahn Wealth & Retirement first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Amazon position peaked at $6.78M in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.