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Valued Retirements’s Amazon AMZN Stock Holding History

Valued Retirements’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 		$1.12M Sell
4,693
-20
-0.4% -$5.02K 1% 28
2026
Q1 		$982K Sell
4,713
-34
-0.7% -$7.49K 0.96% 29
2025
Q4 		$1.1M Buy
4,747
+20
+0.4% +$4.58K 1.07% 26
2025
Q3 		$1.04M Hold
4,727
– – 1.17% 24
2025
Q2 		$1.04M Sell
4,727
-352
-7% -$69.7K 1.17% 24
2025
Q1 		$966K Buy
5,079
+474
+10% +$103K 1.27% 22
2024
Q4 		$1.01M Hold
4,605
– – 1.36% 19
2024
Q3 		$858K Buy
4,605
+105
+2% +$19.2K 1.18% 21
2024
Q2 		$870K Buy
4,500
+25
+0.6% +$4.59K 1.32% 19
2024
Q1 		$807K Hold
4,475
– – 1.29% 18
2023
Q4 		$680K Buy
+4,475
New +$627K 1.18% 20

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

Valued Retirements's AMZN Position: Q2 2026 in Review

Valued Retirements reduced its Amazon (AMZN) stake by 0.42% in Q2 2026, selling an estimated $5.02K and leaving 4,693 shares worth $1.12M. The position accounts for 1% of the portfolio, ranked #28.

Valued Retirements first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Valued Retirements held 4,693 shares of Amazon worth $1.12M as of Q2 2026.
  • Valued Retirements sold 20 Amazon shares in Q2 2026, an estimated $5.02K.
  • Amazon made up 1% of Valued Retirements's portfolio in Q2 2026, its #28 holding.
  • Valued Retirements first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.