Summit Wealth Group (Colorado)’s Amazon AMZN Stock Holding History

Summit Wealth Group (Colorado)’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	$8.84M	Sell	37,083 -545	-1%	-$137K	0.73%	21
2026 Q1	$7.84M	Buy	37,628 +13,186	+54%	+$2.9M	0.82%	18
2025 Q4	$5.64M	Buy	24,442 +23,413	+2,275%	+$5.36M	0.75%	20
2025 Q3	$286K	Sell	1,029 -21,830	-95%	-$4.94M	0.04%	200
2025 Q2	$5.02M	Buy	+22,859	New	+$4.52M	1.26%	18

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

Summit Wealth Group (Colorado)'s AMZN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Amazon (AMZN) stake by 1.4% in Q2 2026, selling an estimated $137K and leaving 37,083 shares worth $8.84M. The position accounts for 0.73% of the portfolio, ranked #21.

Summit Wealth Group (Colorado) first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Summit Wealth Group (Colorado) held 37,083 shares of Amazon worth $8.84M as of Q2 2026.
Summit Wealth Group (Colorado) sold 545 Amazon shares in Q2 2026, an estimated $137K.
Amazon made up 0.73% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #21 holding.
Summit Wealth Group (Colorado) first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.