Tanglewood Legacy Advisors’s Amazon AMZN Stock Holding History

Tanglewood Legacy 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	$762K	Hold	3,196	–	–	0.25%	57
2026 Q1	$666K	Buy	3,196 +500	+19%	+$110K	0.24%	58
2025 Q4	$622K	Sell	2,696 -202	-7%	-$46.2K	0.23%	60
2025 Q3	$636K	Hold	2,898	–	–	0.25%	56
2025 Q2	$636K	Hold	2,898	–	–	0.26%	51
2025 Q1	$551K	Hold	2,898	–	–	0.24%	54
2024 Q4	$636K	Buy	2,898 +1,622	+127%	+$332K	0.27%	50
2024 Q3	$238K	Hold	1,276	–	–	0.11%	78
2024 Q2	$247K	Hold	1,276	–	–	0.12%	77
2024 Q1	$230K	Buy	1,276 +96	+8%	+$16K	0.11%	79
2023 Q4	$179K	Hold	1,180	–	–	0.1%	89
2023 Q3	$150K	Hold	1,180	–	–	0.09%	95
2023 Q2	$154K	Buy	1,180 +620	+111%	+$70.8K	0.09%	94
2023 Q1	$57.8K	Hold	560	–	–	0.04%	138
2022 Q4	$47K	Buy	+560	New	+$55.3K	0.03%	134

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

Tanglewood Legacy Advisors's AMZN Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Amazon (AMZN) position steady in Q2 2026 at 3,196 shares worth $762K. The position accounts for 0.25% of the portfolio, ranked #57.

Tanglewood Legacy Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Tanglewood Legacy Advisors held 3,196 shares of Amazon worth $762K as of Q2 2026.
Tanglewood Legacy Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.25% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #57 holding.
Tanglewood Legacy Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.