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Spartan Wealth Advisory Services LLC’s Amazon AMZN Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$47.1M Buy
197,408
+6,612
+3% +$1.66M 3.85% 4
2026
Q1 		$39.7M Buy
+190,796
New +$42M 3.47% 5

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

Spartan Wealth Advisory Services LLC's AMZN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Amazon (AMZN) stake by 3.5% in Q2 2026, buying an estimated $1.66M and bringing the position to 197,408 shares worth $47.1M. The position accounts for 3.85% of the portfolio, ranked #4.

Spartan Wealth Advisory Services LLC first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 197,408 shares of Amazon worth $47.1M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 6,612 Amazon shares in Q2 2026, an estimated $1.66M.
  • Amazon made up 3.85% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #4 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.