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Vance Wealth’s Amazon AMZN Stock Holding History

Vance Wealth’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 		$4.9M Buy
20,551
+2,434
+13% +$611K 1.1% 24
2026
Q1 		$3.77M Buy
18,117
+3,097
+21% +$682K 1.09% 23
2025
Q4 		$3.47M Buy
15,020
+169
+1% +$38.7K 1.03% 23
2025
Q3 		$3.26M Buy
14,851
+246
+2% +$55.7K 1% 23
2025
Q2 		$3.2M Buy
14,605
+1,287
+10% +$255K 1.08% 21
2025
Q1 		$2.53M Buy
13,318
+517
+4% +$112K 0.95% 23
2024
Q4 		$2.81M Sell
12,801
-643
-5% -$132K 1.08% 20
2024
Q3 		$2.51M Buy
13,444
+501
+4% +$91.4K 0.95% 30
2024
Q2 		$2.5M Buy
12,943
+216
+2% +$39.7K 1.03% 25
2024
Q1 		$2.3M Buy
12,727
+3,846
+43% +$642K 0.91% 30
2023
Q4 		$1.35M Sell
8,881
-737
-8% -$103K 0.59% 33
2023
Q3 		$1.22M Buy
9,618
+96
+1% +$12.9K 0.57% 35
2023
Q2 		$1.24M Buy
9,522
+655
+7% +$74.8K 0.57% 35
2023
Q1 		$916K Buy
8,867
+2,442
+38% +$236K 0.49% 34
2022
Q4 		$540K Buy
6,425
+673
+12% +$66.5K 0.34% 36
2022
Q3 		$650K Buy
5,752
+1,001
+21% +$127K 0.5% 30
2022
Q2 		$505K Buy
4,751
+451
+10% +$56.4K 0.39% 31
2022
Q1 		$701K Buy
4,300
+220
+5% +$34K 0.89% 20
2021
Q4 		$680K Buy
+4,080
New +$698K 0.67% 15

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

Vance Wealth's AMZN Position: Q2 2026 in Review

Vance Wealth increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $611K and bringing the position to 20,551 shares worth $4.9M. The position accounts for 1.1% of the portfolio, ranked #24.

Vance Wealth first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Vance Wealth held 20,551 shares of Amazon worth $4.9M as of Q2 2026.
  • Vance Wealth bought 2,434 Amazon shares in Q2 2026, an estimated $611K.
  • Amazon made up 1.1% of Vance Wealth's portfolio in Q2 2026, its #24 holding.
  • Vance Wealth first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.