TrueWealth Financial Partners’s Amazon AMZN Stock Holding History

TrueWealth Financial Partners’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	$1.23M	Sell	5,162 -20,061	-80%	-$5.04M	0.51%	20
2026 Q1	$5.25M	Buy	+25,223	New	+$5.55M	2.09%	14
2025 Q4	–	Sell	-4,374	Closed	-$960K	–	51
2025 Q3	$960K	Buy	4,374 +157	+4%	+$35.5K	0.49%	19
2025 Q2	$925K	Buy	+4,217	New	+$835K	0.51%	20
2024 Q2	–	Sell	-1,560	Closed	-$281K	–	19
2024 Q1	$281K	Hold	1,560	–	–	0.2%	17
2023 Q4	$237K	Buy	+1,560	New	+$219K	0.18%	16
2023 Q3	–	Sell	-5,260	Closed	-$686K	–	16
2023 Q2	$686K	Buy	+5,260	New	+$601K	0.57%	14

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

TrueWealth Financial Partners's AMZN Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Amazon (AMZN) stake by 80% in Q2 2026, selling an estimated $5.04M and leaving 5,162 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #20.

TrueWealth Financial Partners first reported a position in AMZN in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.25M in Q1 2026. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

TrueWealth Financial Partners held 5,162 shares of Amazon worth $1.23M as of Q2 2026.
TrueWealth Financial Partners sold 20,061 Amazon shares in Q2 2026, an estimated $5.04M.
Amazon made up 0.51% of TrueWealth Financial Partners's portfolio in Q2 2026, its #20 holding.
TrueWealth Financial Partners first reported a position in Amazon in Q2 2023 and has held it in 7 quarters since.
TrueWealth Financial Partners's Amazon position peaked at $5.25M in Q1 2026.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.