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Spurstone Advisory Services’s Amazon AMZN Stock Holding History

Spurstone Advisory Services’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 		$64.3K Sell
266
-120
-31% -$30.1K 0.88% 16
2026
Q1 		$80.4K Buy
386
+20
+5% +$4.4K 1.38% 12
2025
Q4 		$84.5K Sell
366
-60
-14% -$13.7K 1.33% 14
2025
Q3 		$93.5K Sell
426
-206
-33% -$46.6K 1.34% 17
2025
Q2 		$139K Buy
+632
New +$125K 2.1% 14

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

Spurstone Advisory Services's AMZN Position: Q2 2026 in Review

Spurstone Advisory Services reduced its Amazon (AMZN) stake by 31% in Q2 2026, selling an estimated $30.1K and leaving 266 shares worth $64.3K. The position accounts for 0.88% of the portfolio, ranked #16.

Spurstone Advisory Services first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $139K in Q2 2025. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Spurstone Advisory Services held 266 shares of Amazon worth $64.3K as of Q2 2026.
  • Spurstone Advisory Services sold 120 Amazon shares in Q2 2026, an estimated $30.1K.
  • Amazon made up 0.88% of Spurstone Advisory Services's portfolio in Q2 2026, its #16 holding.
  • Spurstone Advisory Services first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • Spurstone Advisory Services's Amazon position peaked at $139K in Q2 2025.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.