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True Link Financial Advisors’s Amazon AMZN Stock Holding History

True Link Financial 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 		$1.02M Buy
4,285
+223
+5% +$56K 0.06% 29
2026
Q1 		$846K Sell
4,062
-282
-6% -$62.1K 0.05% 32
2025
Q4 		$1M Buy
4,344
+1,134
+35% +$259K 0.06% 40
2025
Q3 		$705K Sell
3,210
-47
-1% -$10.6K 0.05% 44
2025
Q2 		$715K Buy
3,257
+184
+6% +$36.4K 0.05% 39
2025
Q1 		$585K Buy
3,073
+1,849
+151% +$401K 0.04% 50
2024
Q4 		$269K Buy
1,224
+20
+2% +$4.09K 0.02% 60
2024
Q3 		$224K Buy
+1,204
New +$220K 0.02% 60
2021
Q4 		– Sell
-420
Closed -$69K – 756
2021
Q3 		$69K Hold
420
– – 0.01% 424
2021
Q2 		$72K Buy
+420
New +$69.8K 0.01% 384
2021
Q1 		– Sell
-100
Closed -$16K – 690
2020
Q4 		$16K Buy
+100
New +$16K ﹤0.01% 627

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

True Link Financial Advisors's AMZN Position: Q2 2026 in Review

True Link Financial Advisors increased its Amazon (AMZN) stake by 5.5% in Q2 2026, buying an estimated $56K and bringing the position to 4,285 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #29.

True Link Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 11 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • True Link Financial Advisors held 4,285 shares of Amazon worth $1.02M as of Q2 2026.
  • True Link Financial Advisors bought 223 Amazon shares in Q2 2026, an estimated $56K.
  • Amazon made up 0.06% of True Link Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • True Link Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 11 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.