Trace Wealth Advisors’s Amazon AMZN Stock Holding History

Trace 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	$1.08M	Buy	4,514 +4	+0.1%	+$1K	0.7%	23
2026 Q1	$939K	Sell	4,510 -322	-7%	-$70.9K	0.7%	24
2025 Q4	$1.12M	Hold	4,832	–	–	0.81%	24
2025 Q3	$1.06M	Sell	4,832 -6,753	-58%	-$1.53M	0.79%	21
2025 Q2	$2.54M	Hold	11,585	–	–	2.08%	13
2025 Q1	$2.2M	Sell	11,585 -740	-6%	-$161K	1.96%	13
2024 Q4	$2.7M	Buy	+12,325	New	+$2.52M	2.42%	10

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

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

Trace Wealth Advisors increased its Amazon (AMZN) stake by 0.09% in Q2 2026, buying an estimated $1K and bringing the position to 4,514 shares worth $1.08M. The position accounts for 0.7% of the portfolio, ranked #23.

Trace Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Trace Wealth Advisors held 4,514 shares of Amazon worth $1.08M as of Q2 2026.
Trace Wealth Advisors bought 4 Amazon shares in Q2 2026, an estimated $1K.
Amazon made up 0.7% of Trace Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Trace Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Trace Wealth Advisors's Amazon position peaked at $2.7M in Q4 2024.
6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.