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Tanager Wealth Management’s Amazon AMZN Stock Holding History

Tanager Wealth Management’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 		$4.83M Sell
20,252
-2,201
-10% -$552K 0.42% 33
2026
Q1 		$4.68M Sell
22,453
-1,508
-6% -$332K 0.45% 33
2025
Q4 		$5.53M Sell
23,961
-836
-3% -$191K 0.55% 32
2025
Q3 		$5.44M Buy
24,797
+1,691
+7% +$383K 0.57% 31
2025
Q2 		$5.07M Sell
23,106
-1,159
-5% -$229K 0.6% 30
2025
Q1 		$4.62M Buy
24,265
+734
+3% +$159K 0.6% 27
2024
Q4 		$5.16M Buy
23,531
+2,695
+13% +$551K 0.67% 26
2024
Q3 		$3.88M Buy
20,836
+237
+1% +$43.2K 0.52% 29
2024
Q2 		$3.98M Buy
20,599
+902
+5% +$166K 0.59% 29
2024
Q1 		$3.55M Sell
19,697
-1,333
-6% -$223K 0.57% 27
2023
Q4 		$3.2M Buy
21,030
+175
+0.8% +$24.5K 0.58% 27
2023
Q3 		$2.65M Buy
20,855
+5,578
+37% +$747K 0.55% 26
2023
Q2 		$1.99M Buy
15,277
+2,556
+20% +$292K 0.43% 33
2023
Q1 		$1.31M Sell
12,721
-1,429
-10% -$138K 0.31% 35
2022
Q4 		$1.19M Buy
14,150
+10,600
+299% +$1.05M 0.32% 35
2022
Q3 		$401K Buy
3,550
+350
+11% +$44.2K 0.32% 29
2022
Q2 		$340K Hold
3,200
– – 0.28% 29
2022
Q1 		$522K Sell
3,200
-2,560
-44% -$396K 0.39% 26
2021
Q4 		$960K Buy
+5,760
New +$986K 0.72% 21

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

Tanager Wealth Management's AMZN Position: Q2 2026 in Review

Tanager Wealth Management reduced its Amazon (AMZN) stake by 9.8% in Q2 2026, selling an estimated $552K and leaving 20,252 shares worth $4.83M. The position accounts for 0.42% of the portfolio, ranked #33.

Tanager Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.53M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Tanager Wealth Management held 20,252 shares of Amazon worth $4.83M as of Q2 2026.
  • Tanager Wealth Management sold 2,201 Amazon shares in Q2 2026, an estimated $552K.
  • Amazon made up 0.42% of Tanager Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Tanager Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Amazon position peaked at $5.53M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.