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Spectrum Investment Advisors’s Amazon AMZN Stock Holding History

Spectrum 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 		$1.1M Buy
4,616
+2,717
+143% +$682K 0.45% 24
2026
Q1 		$396K Buy
1,899
+116
+7% +$25.5K 0.2% 30
2025
Q4 		$412K Buy
+1,783
New +$408K 0.21% 30
2024
Q2 		– Sell
-1,686
Closed -$304K – 26
2024
Q1 		$304K Buy
1,686
+76
+5% +$12.7K 0.22% 26
2023
Q4 		$245K Buy
+1,610
New +$226K 0.19% 30

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

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

Spectrum Investment Advisors increased its Amazon (AMZN) stake by 143% in Q2 2026, buying an estimated $682K and bringing the position to 4,616 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #24.

Spectrum Investment Advisors first reported a position in AMZN in Q4 2023 and has held it in 5 quarters since. 6,145 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spectrum Investment Advisors held 4,616 shares of Amazon worth $1.1M as of Q2 2026.
  • Spectrum Investment Advisors bought 2,717 Amazon shares in Q2 2026, an estimated $682K.
  • Amazon made up 0.45% of Spectrum Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Spectrum Investment Advisors first reported a position in Amazon in Q4 2023 and has held it in 5 quarters since.
  • 6,145 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.