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Summit Wealth Group’s Amazon AMZN Stock Holding History

Summit Wealth Group’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 		$1.55M Sell
6,503
-256
-4% -$64.3K 0.32% 45
2026
Q1 		$1.41M Buy
6,759
+1,041
+18% +$229K 0.32% 44
2025
Q4 		$1.32M Buy
5,718
+496
+9% +$113K 0.31% 44
2025
Q3 		$1.15M Sell
5,222
-56
-1% -$12.7K 0.28% 45
2025
Q2 		$1.16M Buy
5,278
+46
+0.9% +$9.1K 0.3% 46
2025
Q1 		$995K Sell
5,232
-341
-6% -$74K 0.29% 45
2024
Q4 		$1.22M Sell
5,573
-75
-1% -$15.3K 0.35% 41
2024
Q3 		$1.05M Hold
5,648
– – 0.3% 44
2024
Q2 		$1.09M Buy
5,648
+131
+2% +$24.1K 0.33% 41
2024
Q1 		$995K Buy
5,517
+78
+1% +$13K 0.68% 20
2023
Q4 		$826K Hold
5,439
– – 0.65% 21
2023
Q3 		$691K Buy
+5,439
New +$729K 0.62% 21
2023
Q2 		– Sell
-48
Closed -$5K – 90
2023
Q1 		$5K Sell
48
-5,694
-99% -$550K 0.12% 50
2022
Q4 		$482K Buy
5,742
+1,140
+25% +$113K 0.51% 23
2022
Q3 		$520K Sell
4,602
-320
-7% -$40.4K 0.61% 19
2022
Q2 		$523K Buy
4,922
+322
+7% +$40.3K 0.62% 19
2022
Q1 		$750K Sell
4,600
-80
-2% -$12.4K 0.79% 18
2021
Q4 		$780K Buy
+4,680
New +$801K 0.89% 17
2021
Q1 		– Sell
-4,820
Closed -$785K – 181
2020
Q4 		$785K Buy
4,820
+80
+2% +$12.8K 0.49% 25
2020
Q3 		$746K Sell
4,740
-340
-7% -$53.6K 0.65% 17
2020
Q2 		$701K Buy
5,080
+700
+16% +$84.5K 0.64% 17
2020
Q1 		$427K Buy
4,380
+1,160
+36% +$112K 0.43% 19
2019
Q4 		$298K Buy
+3,220
New +$285K 0.28% 24

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

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

Summit Wealth Group reduced its Amazon (AMZN) stake by 3.8% in Q2 2026, selling an estimated $64.3K and leaving 6,503 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #45.

Summit Wealth Group first reported a position in AMZN in Q4 2019 and has held it in 23 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Summit Wealth Group held 6,503 shares of Amazon worth $1.55M as of Q2 2026.
  • Summit Wealth Group sold 256 Amazon shares in Q2 2026, an estimated $64.3K.
  • Amazon made up 0.32% of Summit Wealth Group's portfolio in Q2 2026, its #45 holding.
  • Summit Wealth Group first reported a position in Amazon in Q4 2019 and has held it in 23 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.