U.S. Wealth Group’s Amazon AMZN Stock Holding History

U.S. Wealth Group’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	$5.19M	Buy	21,770 +1,562	+8%	+$392K	3.11%	10
2026 Q1	$4.21M	Sell	20,208 -195	-1%	-$42.9K	2.85%	11
2025 Q4	$4.71M	Sell	20,403 -148	-0.7%	-$33.9K	3.1%	11
2025 Q3	$4.51M	Buy	20,551 +2,376	+13%	+$538K	2.95%	11
2025 Q2	$3.99M	Sell	18,175 -286	-2%	-$56.6K	3.11%	11
2025 Q1	$3.51M	Sell	18,461 -3,339	-15%	-$725K	2.78%	11
2024 Q4	$4.78M	Buy	+21,800	New	+$4.46M	3.62%	9

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

U.S. Wealth Group's AMZN Position: Q2 2026 in Review

U.S. Wealth Group increased its Amazon (AMZN) stake by 7.7% in Q2 2026, buying an estimated $392K and bringing the position to 21,770 shares worth $5.19M. The position accounts for 3.11% of the portfolio, ranked #10.

U.S. Wealth Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

U.S. Wealth Group held 21,770 shares of Amazon worth $5.19M as of Q2 2026.
U.S. Wealth Group bought 1,562 Amazon shares in Q2 2026, an estimated $392K.
Amazon made up 3.11% of U.S. Wealth Group's portfolio in Q2 2026, its #10 holding.
U.S. Wealth Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.