Vertrix Wealth Management’s Amazon AMZN Stock Holding History

Vertrix 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	$4.2M	Buy	17,634 +1,013	+6%	+$254K	1.42%	28
2026 Q1	$3.46M	Buy	+16,621	New	+$3.66M	1.27%	31

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

Vertrix Wealth Management's AMZN Position: Q2 2026 in Review

Vertrix Wealth Management increased its Amazon (AMZN) stake by 6.1% in Q2 2026, buying an estimated $254K and bringing the position to 17,634 shares worth $4.2M. The position accounts for 1.42% of the portfolio, ranked #28.

Vertrix Wealth Management first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. 6,094 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Vertrix Wealth Management held 17,634 shares of Amazon worth $4.2M as of Q2 2026.
Vertrix Wealth Management bought 1,013 Amazon shares in Q2 2026, an estimated $254K.
Amazon made up 1.42% of Vertrix Wealth Management's portfolio in Q2 2026, its #28 holding.
Vertrix Wealth Management first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
6,094 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.