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Twelve Points Wealth Management’s Amazon AMZN Stock Holding History

Twelve Points 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 		$791K Sell
3,320
-202
-6% -$50.7K 0.16% 114
2026
Q1 		$734K Buy
3,522
+183
+5% +$40.3K 0.16% 112
2025
Q4 		$826K Sell
3,339
-76
-2% -$17.4K 0.19% 102
2025
Q3 		$750K Buy
3,415
+178
+5% +$40.3K 0.19% 114
2025
Q2 		$710K Buy
3,237
+247
+8% +$48.9K 0.19% 115
2025
Q1 		$569K Buy
2,990
+1,126
+60% +$244K 0.15% 120
2024
Q4 		$409K Sell
1,864
-567
-23% -$116K 0.12% 131
2024
Q3 		$453K Sell
2,431
-2,723
-53% -$497K 0.14% 126
2024
Q2 		$996K Buy
5,154
+292
+6% +$53.6K 0.35% 73
2024
Q1 		$877K Sell
4,862
-469
-9% -$78.3K 0.32% 78
2023
Q4 		$810K Buy
5,331
+416
+8% +$58.3K 0.38% 74
2023
Q3 		$625K Sell
4,915
-1,120
-19% -$150K 0.31% 89
2023
Q2 		$787K Sell
6,035
-285
-5% -$32.5K 0.42% 69
2023
Q1 		$653K Sell
6,320
-689
-10% -$66.6K 0.37% 80
2022
Q4 		$589K Buy
7,009
+955
+16% +$94.3K 0.4% 75
2022
Q3 		$684K Buy
6,054
+3,960
+189% +$501K 0.53% 62
2022
Q2 		$222K Buy
2,094
+434
+26% +$54.3K 0.17% 152
2022
Q1 		$271K Buy
1,660
+80
+5% +$12.4K 0.2% 145
2021
Q4 		$263K Buy
+1,580
New +$270K 0.21% 139

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

Twelve Points Wealth Management's AMZN Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Amazon (AMZN) stake by 5.7% in Q2 2026, selling an estimated $50.7K and leaving 3,320 shares worth $791K. The position accounts for 0.16% of the portfolio, ranked #114.

Twelve Points Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $996K in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Twelve Points Wealth Management held 3,320 shares of Amazon worth $791K as of Q2 2026.
  • Twelve Points Wealth Management sold 202 Amazon shares in Q2 2026, an estimated $50.7K.
  • Amazon made up 0.16% of Twelve Points Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Twelve Points Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Amazon position peaked at $996K in Q2 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.