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

Wagner Wealth Management (South Carolina)’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 		$1.78M Sell
7,487
-341
-4% -$85.6K 0.33% 45
2026
Q1 		$1.63M Sell
7,828
-198
-2% -$43.6K 0.33% 43
2025
Q4 		$1.85M Buy
8,026
+2,208
+38% +$505K 0.39% 41
2025
Q3 		$1.28M Sell
5,818
-10
-0.2% -$2.26K 0.3% 44
2025
Q2 		$1.28M Buy
5,828
+71
+1% +$14.1K 0.29% 43
2025
Q1 		$1.1M Buy
5,757
+57
+1% +$12.4K 0.27% 43
2024
Q4 		$1.25M Buy
5,700
+315
+6% +$64.4K 0.32% 40
2024
Q3 		$1M Sell
5,385
-3,551
-40% -$648K 0.27% 45
2024
Q2 		$1.73M Buy
8,936
+1,495
+20% +$275K 0.52% 34
2024
Q1 		$1.34M Buy
7,441
+945
+15% +$158K 0.41% 42
2023
Q4 		$987K Sell
6,496
-49
-0.7% -$6.87K 0.33% 53
2023
Q3 		$832K Buy
6,545
+95
+1% +$12.7K 0.31% 56
2023
Q2 		$841K Buy
6,450
+555
+9% +$63.4K 0.32% 56
2023
Q1 		$609K Sell
5,895
-25
-0.4% -$2.42K 0.28% 63
2022
Q4 		$497K Sell
5,920
-462
-7% -$45.6K 0.31% 63
2022
Q3 		$721K Sell
6,382
-390
-6% -$49.3K 0.53% 44
2022
Q2 		$719K Buy
6,772
+932
+16% +$117K 0.57% 41
2022
Q1 		$952K Buy
5,840
+700
+14% +$108K 0.67% 37
2021
Q4 		$857K Buy
5,140
+160
+3% +$27.4K 0.66% 37
2021
Q3 		$840K Sell
4,980
-300
-6% -$51.7K 0.67% 41
2021
Q2 		$908K Sell
5,280
-200
-4% -$33.2K 0.65% 43
2021
Q1 		$848K Hold
5,480
– – 0.67% 42
2020
Q4 		$892K Buy
+5,480
New +$874K 0.85% 35
2018
Q3 		$1.04M Buy
10,340
+3,460
+50% +$325K 0.69% 38
2018
Q2 		$585K Buy
6,880
+480
+8% +$38.1K 0.42% 60
2018
Q1 		$463K Sell
6,400
-1,200
-16% -$85.8K 0.35% 64
2017
Q4 		$485K Buy
+7,600
New +$418K 0.36% 61

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

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

Wagner Wealth Management (South Carolina) reduced its Amazon (AMZN) stake by 4.4% in Q2 2026, selling an estimated $85.6K and leaving 7,487 shares worth $1.78M. The position accounts for 0.33% of the portfolio, ranked #45.

Wagner Wealth Management (South Carolina) first reported a position in AMZN in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.85M in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 7,487 shares of Amazon worth $1.78M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 341 Amazon shares in Q2 2026, an estimated $85.6K.
  • Amazon made up 0.33% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #45 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Amazon in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Amazon position peaked at $1.85M in Q4 2025.
  • 6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.