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Valued Wealth Advisors’s Amazon AMZN Stock Holding History

Valued Wealth 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 		$674K Buy
2,826
+208
+8% +$52.2K 0.24% 26
2026
Q1 		$545K Buy
2,618
+783
+43% +$172K 0.22% 25
2025
Q4 		$424K Buy
1,835
+339
+23% +$77.6K 0.19% 32
2025
Q3 		$328K Buy
1,496
+64
+4% +$14.5K 0.15% 31
2025
Q2 		$314K Sell
1,432
-58
-4% -$11.5K 0.16% 32
2025
Q1 		$283K Sell
1,490
-181
-11% -$39.3K 0.17% 30
2024
Q4 		$367K Buy
1,671
+12
+0.7% +$2.46K 0.23% 27
2024
Q3 		$309K Sell
1,659
-135
-8% -$24.6K 0.2% 30
2024
Q2 		$347K Buy
1,794
+197
+12% +$36.2K 0.24% 24
2024
Q1 		$288K Buy
1,597
+734
+85% +$123K 0.2% 27
2023
Q4 		$110K Buy
+863
New +$121K 0.1% 33

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 Wealth Advisors's AMZN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Amazon (AMZN) stake by 7.9% in Q2 2026, buying an estimated $52.2K and bringing the position to 2,826 shares worth $674K. The position accounts for 0.24% of the portfolio, ranked #26.

Valued Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Valued Wealth Advisors held 2,826 shares of Amazon worth $674K as of Q2 2026.
  • Valued Wealth Advisors bought 208 Amazon shares in Q2 2026, an estimated $52.2K.
  • Amazon made up 0.24% of Valued Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Valued Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.