ViaWealth’s Amazon AMZN Stock Holding History

ViaWealth’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	$3.53M	Sell	14,803 -357	-2%	-$89.6K	1.77%	11
2026 Q1	$3.16M	Sell	15,160 -273	-2%	-$60.1K	1.76%	11
2025 Q4	$3.56M	Sell	15,433 -422	-3%	-$96.5K	2%	11
2025 Q3	$3.48M	Buy	15,855 +570	+4%	+$129K	1.9%	11
2025 Q2	$3.35M	Sell	15,285 -142	-0.9%	-$28.1K	1.98%	10
2025 Q1	$2.94M	Sell	15,427 -1,475	-9%	-$320K	1.81%	12
2024 Q4	$3.71M	Sell	16,902 -1,761	-9%	-$360K	2.24%	9
2024 Q3	$3.48M	Buy	18,663 +772	+4%	+$141K	2.03%	10
2024 Q2	$3.46M	Hold	17,891	–	–	2.14%	10
2024 Q1	$3.23M	Sell	17,891 -273	-2%	-$45.6K	2.02%	7
2023 Q4	$2.76M	Sell	18,164 -562	-3%	-$78.8K	1.9%	10
2023 Q3	$2.38M	Buy	18,726 +174	+0.9%	+$23.3K	1.75%	10
2023 Q2	$2.42M	Buy	18,552 +80	+0.4%	+$9.14K	1.8%	10
2023 Q1	$1.91M	Buy	18,472 +375	+2%	+$36.2K	1.51%	13
2022 Q4	$1.58M	Buy	+18,097	New	+$1.79M	1.3%	19

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

ViaWealth's AMZN Position: Q2 2026 in Review

ViaWealth reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $89.6K and leaving 14,803 shares worth $3.53M. The position accounts for 1.77% of the portfolio, ranked #11.

ViaWealth first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q4 2024. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ViaWealth held 14,803 shares of Amazon worth $3.53M as of Q2 2026.
ViaWealth sold 357 Amazon shares in Q2 2026, an estimated $89.6K.
Amazon made up 1.77% of ViaWealth's portfolio in Q2 2026, its #11 holding.
ViaWealth first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Amazon position peaked at $3.71M in Q4 2024.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.