TAFW
AMZN icon

Tred Avon Family Wealth’s Amazon AMZN Stock Holding History

Tred Avon Family Wealth’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 		$7.57M Sell
31,754
-421
-1% -$106K 2.32% 5
2026
Q1 		$6.7M Sell
32,175
-373
-1% -$82.1K 2.22% 6
2025
Q4 		$7.51M Buy
32,548
+3,544
+12% +$811K 2.44% 6
2025
Q3 		$6.37M Buy
+29,004
New +$6.57M 2.19% 6

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

Tred Avon Family Wealth's AMZN Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Amazon (AMZN) stake by 1.3% in Q2 2026, selling an estimated $106K and leaving 31,754 shares worth $7.57M. The position accounts for 2.32% of the portfolio, ranked #5.

Tred Avon Family Wealth first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Tred Avon Family Wealth held 31,754 shares of Amazon worth $7.57M as of Q2 2026.
  • Tred Avon Family Wealth sold 421 Amazon shares in Q2 2026, an estimated $106K.
  • Amazon made up 2.32% of Tred Avon Family Wealth's portfolio in Q2 2026, its #5 holding.
  • Tred Avon Family Wealth first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.