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Strategies Wealth Advisors’s Amazon AMZN Stock Holding History

Strategies 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 		$9.44M Sell
39,624
-2,771
-7% -$696K 0.84% 17
2026
Q1 		$8.83M Buy
42,395
+1,194
+3% +$263K 0.89% 15
2025
Q4 		$9.51M Buy
41,201
+770
+2% +$176K 0.95% 16
2025
Q3 		$8.88M Buy
40,431
+8,426
+26% +$1.91M 0.92% 16
2025
Q2 		$7.02M Buy
32,005
+879
+3% +$174K 0.77% 19
2025
Q1 		$5.92M Buy
31,126
+17,312
+125% +$3.76M 0.72% 19
2024
Q4 		$3.19M Buy
+13,814
New +$2.83M 0.4% 26

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

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

Strategies Wealth Advisors reduced its Amazon (AMZN) stake by 6.5% in Q2 2026, selling an estimated $696K and leaving 39,624 shares worth $9.44M. The position accounts for 0.84% of the portfolio, ranked #17.

Strategies Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.51M in Q4 2025. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Strategies Wealth Advisors held 39,624 shares of Amazon worth $9.44M as of Q2 2026.
  • Strategies Wealth Advisors sold 2,771 Amazon shares in Q2 2026, an estimated $696K.
  • Amazon made up 0.84% of Strategies Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Strategies Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's Amazon position peaked at $9.51M in Q4 2025.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.