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Talisman Wealth Advisors’s Amazon AMZN Stock Holding History

Talisman 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 		$1.31M Buy
5,499
+862
+19% +$216K 0.97% 29
2026
Q1 		$966K Sell
4,637
-654
-12% -$144K 0.78% 35
2025
Q4 		$1.22M Sell
5,291
-5
-0.1% -$1.14K 0.95% 28
2025
Q3 		$1.16M Buy
5,296
+52
+1% +$11.8K 0.96% 27
2025
Q2 		$1.15M Buy
5,244
+501
+11% +$99.1K 1.05% 24
2025
Q1 		$902K Buy
4,743
+96
+2% +$20.8K 0.93% 28
2024
Q4 		$1.02M Buy
4,647
+53
+1% +$10.8K 1.08% 24
2024
Q3 		$864K Sell
4,594
-22
-0.5% -$4.01K 0.91% 33
2024
Q2 		$892K Buy
4,616
+267
+6% +$49K 1.03% 28
2024
Q1 		$784K Buy
4,349
+210
+5% +$35.1K 0.99% 33
2023
Q4 		$629K Buy
4,139
+5
+0.1% +$701 0.93% 34
2023
Q3 		$526K Buy
4,134
+169
+4% +$22.6K 0.91% 33
2023
Q2 		$517K Buy
3,965
+201
+5% +$23K 0.88% 37
2023
Q1 		$389K Buy
+3,764
New +$364K 0.7% 40

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

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

Talisman Wealth Advisors increased its Amazon (AMZN) stake by 19% in Q2 2026, buying an estimated $216K and bringing the position to 5,499 shares worth $1.31M. The position accounts for 0.97% of the portfolio, ranked #29.

Talisman Wealth Advisors first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Talisman Wealth Advisors held 5,499 shares of Amazon worth $1.31M as of Q2 2026.
  • Talisman Wealth Advisors bought 862 Amazon shares in Q2 2026, an estimated $216K.
  • Amazon made up 0.97% of Talisman Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Talisman Wealth Advisors first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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