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Wagner Wealth Management (Pennsylvania)’s Amazon AMZN Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 		$977K Sell
4,101
-559
-12% -$140K 0.79% 34
2026
Q1 		$971K Buy
4,660
+52
+1% +$11.4K 0.87% 33
2025
Q4 		$1.06M Buy
+4,608
New +$1.05M 1.05% 32

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 $3.38T AUM 44.17% 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

Wagner Wealth Management (Pennsylvania)'s AMZN Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $140K and leaving 4,101 shares worth $977K. The position accounts for 0.79% of the portfolio, ranked #34.

Wagner Wealth Management (Pennsylvania) first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 6,164 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wagner Wealth Management (Pennsylvania) held 4,101 shares of Amazon worth $977K as of Q2 2026.
  • Wagner Wealth Management (Pennsylvania) sold 559 Amazon shares in Q2 2026, an estimated $140K.
  • Amazon made up 0.79% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #34 holding.
  • Wagner Wealth Management (Pennsylvania) first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Wagner Wealth Management (Pennsylvania)'s Amazon position peaked at $1.06M in Q4 2025.
  • 6,164 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.