SpringVest Wealth Management’s Amazon AMZN Stock Holding History

SpringVest Wealth Management’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	$332K	Sell	1,395 -14	-1%	-$3.51K	0.21%	57
2026 Q1	$293K	Buy	1,409 +123	+10%	+$27.1K	0.2%	56
2025 Q4	$297K	Buy	1,286 +57	+5%	+$13K	0.21%	51
2025 Q3	$270K	Sell	1,229 -16	-1%	-$3.62K	0.2%	54
2025 Q2	$273K	Sell	1,245 -68	-5%	-$13.5K	0.22%	54
2025 Q1	$250K	Buy	1,313 +59	+5%	+$12.8K	0.21%	52
2024 Q4	$275K	Buy	+1,254	New	+$257K	0.24%	47

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SpringVest Wealth Management's AMZN Position: Q2 2026 in Review

SpringVest Wealth Management reduced its Amazon (AMZN) stake by 0.99% in Q2 2026, selling an estimated $3.51K and leaving 1,395 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #57.

SpringVest Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

SpringVest Wealth Management held 1,395 shares of Amazon worth $332K as of Q2 2026.
SpringVest Wealth Management sold 14 Amazon shares in Q2 2026, an estimated $3.51K.
Amazon made up 0.21% of SpringVest Wealth Management's portfolio in Q2 2026, its #57 holding.
SpringVest Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.