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Wallace Advisory Group’s Amazon AMZN Stock Holding History

Wallace Advisory Group’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 		$2.26M Sell
9,487
-258
-3% -$64.8K 2.13% 8
2026
Q1 		$2.03M Sell
9,745
-1,818
-16% -$400K 2.17% 6
2025
Q4 		$2.67M Sell
11,563
-7,020
-38% -$1.61M 2.8% 4
2025
Q3 		$4.08M Sell
18,583
-6,063
-25% -$1.37M 3.28% 3
2025
Q2 		$4.69M Buy
24,646
+176
+0.7% +$34.8K 3.4% 3
2025
Q1 		$5.37M Sell
24,470
-2,777
-10% -$603K 3.72% 3
2024
Q4 		$5.08M Buy
27,247
+292
+1% +$59.7K 3.51% 3
2024
Q3 		$5.21M Sell
26,955
-376
-1% -$68.6K 3.81% 3
2024
Q2 		$5.28M Sell
27,331
-364
-1% -$66.9K 3.8% 3
2024
Q1 		$4.21M Sell
27,695
-330
-1% -$55.1K 3.16% 3
2023
Q4 		$3.56M Sell
28,025
-3,431
-11% -$481K 2.79% 6
2023
Q3 		$4.1M Buy
31,456
+790
+3% +$106K 2.94% 4
2023
Q2 		$3.17M Hold
30,666
– – 2.41% 8
2023
Q1 		$3.17M Buy
30,666
+13,034
+74% +$1.26M 2.41% 8
2022
Q4 		$1.48M Buy
+17,632
New +$1.74M 1.17% 14

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

Wallace Advisory Group's AMZN Position: Q2 2026 in Review

Wallace Advisory Group reduced its Amazon (AMZN) stake by 2.6% in Q2 2026, selling an estimated $64.8K and leaving 9,487 shares worth $2.26M. The position accounts for 2.13% of the portfolio, ranked #8.

Wallace Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.37M in Q1 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wallace Advisory Group held 9,487 shares of Amazon worth $2.26M as of Q2 2026.
  • Wallace Advisory Group sold 258 Amazon shares in Q2 2026, an estimated $64.8K.
  • Amazon made up 2.13% of Wallace Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Wallace Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Amazon position peaked at $5.37M in Q1 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.