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Tandem Wealth Advisors’s Amazon AMZN Stock Holding History

Tandem 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 		$2.05M Buy
8,589
+232
+3% +$58.2K 0.81% 16
2026
Q1 		$1.74M Buy
8,357
+1,658
+25% +$365K 0.78% 15
2025
Q4 		$1.55M Buy
6,699
+1,186
+22% +$271K 0.69% 14
2025
Q3 		$1.21M Sell
5,513
-370
-6% -$83.8K 0.58% 17
2025
Q2 		$1.29M Buy
5,883
+896
+18% +$177K 0.64% 16
2025
Q1 		$949K Sell
4,987
-859
-15% -$186K 0.5% 19
2024
Q4 		$1.28M Buy
5,846
+253
+5% +$51.8K 0.65% 18
2024
Q3 		$1.04M Buy
5,593
+1,824
+48% +$333K 0.53% 18
2024
Q2 		$728K Sell
3,769
-24
-0.6% -$4.41K 0.39% 19
2024
Q1 		$684K Buy
3,793
+918
+32% +$153K 0.38% 19
2023
Q4 		$437K Hold
2,875
– – 0.25% 24
2023
Q3 		$365K Buy
2,875
+39
+1% +$5.23K 0.22% 29
2023
Q2 		$370K Buy
2,836
+536
+23% +$61.2K 0.22% 30
2023
Q1 		$238K Hold
2,300
– – 0.15% 39
2022
Q4 		$193K Buy
+2,300
New +$227K 0.12% 49

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

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

Tandem Wealth Advisors increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $58.2K and bringing the position to 8,589 shares worth $2.05M. The position accounts for 0.81% of the portfolio, ranked #16.

Tandem Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Tandem Wealth Advisors held 8,589 shares of Amazon worth $2.05M as of Q2 2026.
  • Tandem Wealth Advisors bought 232 Amazon shares in Q2 2026, an estimated $58.2K.
  • Amazon made up 0.81% of Tandem Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Tandem Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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