Warner Group’s Amazon AMZN Stock Holding History

Warner 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	$5.2M	Buy	21,816 +10,752	+97%	+$2.7M	1.28%	20
2026 Q1	$2.3M	Buy	11,064 +485	+5%	+$107K	1.5%	18
2025 Q4	$2.44M	Buy	10,579 +4,288	+68%	+$981K	1.5%	19
2025 Q3	$1.38M	Buy	+6,291	New	+$1.42M	0.95%	25

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

Warner Group's AMZN Position: Q2 2026 in Review

Warner Group increased its Amazon (AMZN) stake by 97% in Q2 2026, buying an estimated $2.7M and bringing the position to 21,816 shares worth $5.2M. The position accounts for 1.28% of the portfolio, ranked #20.

Warner Group first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Warner Group held 21,816 shares of Amazon worth $5.2M as of Q2 2026.
Warner Group bought 10,752 Amazon shares in Q2 2026, an estimated $2.7M.
Amazon made up 1.28% of Warner Group's portfolio in Q2 2026, its #20 holding.
Warner Group first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.