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Trevian Wealth Management’s Amazon AMZN Stock Holding History

Trevian 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 		$2.01M Buy
8,418
+148
+2% +$37.1K 0.86% 16
2026
Q1 		$1.72M Sell
8,270
-86
-1% -$18.9K 0.85% 16
2025
Q4 		$1.93M Buy
8,356
+100
+1% +$22.9K 0.92% 16
2025
Q3 		$1.81M Buy
8,256
+360
+5% +$81.5K 0.97% 11
2025
Q2 		$1.73M Buy
7,896
+555
+8% +$110K 1.06% 12
2025
Q1 		$1.4M Sell
7,341
-453
-6% -$98.3K 0.99% 10
2024
Q4 		$1.71M Sell
7,794
-80
-1% -$16.4K 1.26% 10
2024
Q3 		$1.47M Hold
7,874
– – 1.2% 11
2024
Q2 		$1.52M Sell
7,874
-120
-2% -$22K 7.58% 4
2024
Q1 		$1.44M Buy
7,994
+17
+0.2% +$2.84K 0.98% 13
2023
Q4 		$1.21M Sell
7,977
-724
-8% -$101K 0.94% 12
2023
Q3 		$1.11M Buy
+8,701
New +$1.17M 1.02% 12
2023
Q2 		– Sell
-9,950
Closed -$1.03M – 16
2023
Q1 		$1.03M Sell
9,950
-93
-0.9% -$8.98K 0.96% 14
2022
Q4 		$844K Buy
10,043
+613
+7% +$60.6K 0.92% 14
2022
Q3 		$1.07M Buy
9,430
+40
+0.4% +$5.06K 1.2% 13
2022
Q2 		$997K Buy
9,390
+1,090
+13% +$136K 1.08% 12
2022
Q1 		$1.35M Sell
8,300
-20
-0.2% -$3.09K 1.31% 11
2021
Q4 		$1.38M Buy
+8,320
New +$1.42M 1.33% 13

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

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

Trevian Wealth Management increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 8,418 shares worth $2.01M. The position accounts for 0.86% of the portfolio, ranked #16.

Trevian Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trevian Wealth Management held 8,418 shares of Amazon worth $2.01M as of Q2 2026.
  • Trevian Wealth Management bought 148 Amazon shares in Q2 2026, an estimated $37.1K.
  • Amazon made up 0.86% of Trevian Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Trevian Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.