SWA
AMZN icon

Strata Wealth Advisors’s Amazon AMZN Stock Holding History

Strata Wealth 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 		$1.02M Buy
4,280
+675
+19% +$169K 0.25% 38
2026
Q1 		$751K Sell
3,605
-213
-6% -$46.9K 0.21% 42
2025
Q4 		$881K Sell
3,818
-2,186
-36% -$500K 0.25% 38
2025
Q3 		$1.32M Sell
6,004
-29
-0.5% -$6.56K 0.35% 36
2025
Q2 		$1.32M Buy
6,033
+324
+6% +$64.1K 0.36% 33
2025
Q1 		$1.09M Sell
5,709
-698
-11% -$151K 0.34% 33
2024
Q4 		$1.41M Buy
6,407
+606
+10% +$124K 0.44% 28
2024
Q3 		$1.08M Buy
5,801
+171
+3% +$31.2K 0.35% 32
2024
Q2 		$1.09M Buy
5,630
+731
+15% +$134K 0.37% 29
2024
Q1 		$884K Buy
4,899
+264
+6% +$44.1K 0.31% 35
2023
Q4 		$704K Sell
4,635
-227
-5% -$31.8K 0.28% 38
2023
Q3 		$618K Buy
+4,862
New +$651K 0.3% 27
2023
Q1 		$1.66M Sell
16,105
-453
-3% -$43.8K 0.86% 13
2022
Q4 		$1.39M Buy
+16,558
New +$1.64M 0.77% 16

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

Strata Wealth Advisors's AMZN Position: Q2 2026 in Review

Strata Wealth Advisors increased its Amazon (AMZN) stake by 19% in Q2 2026, buying an estimated $169K and bringing the position to 4,280 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #38.

Strata Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2023. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Strata Wealth Advisors held 4,280 shares of Amazon worth $1.02M as of Q2 2026.
  • Strata Wealth Advisors bought 675 Amazon shares in Q2 2026, an estimated $169K.
  • Amazon made up 0.25% of Strata Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Strata Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Strata Wealth Advisors's Amazon position peaked at $1.66M in Q1 2023.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.