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WCG Wealth Advisors’s Amazon AMZN Stock Holding History

WCG Wealth Advisors’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 		$71.1M Buy
298,497
+6,851
+2% +$1.72M 1.69% 9
2026
Q1 		$60.7M Buy
291,646
+21,137
+8% +$4.65M 1.7% 7
2025
Q4 		$62.4M Buy
270,509
+155,570
+135% +$35.6M 1.75% 7
2025
Q3 		$25.2M Buy
114,939
+6,242
+6% +$1.41M 1.58% 12
2025
Q2 		$23.8M Buy
108,697
+1,928
+2% +$382K 1.54% 12
2025
Q1 		$20.3M Sell
106,769
-11,711
-10% -$2.54M 1.54% 15
2024
Q4 		$26M Sell
118,480
-7,289
-6% -$1.49M 1.72% 9
2024
Q3 		$23.4M Buy
125,769
+2,246
+2% +$410K 1.58% 14
2024
Q2 		$23.9M Buy
123,523
+8,429
+7% +$1.55M 1.77% 14
2024
Q1 		$20.8M Sell
115,094
-27,382
-19% -$4.57M 1.74% 14
2023
Q4 		$21.6M Buy
142,476
+288
+0.2% +$40.4K 1.59% 13
2023
Q3 		$18.1M Buy
+142,188
New +$19.1M 1.33% 18
2023
Q2 		– Sell
-60,751
Closed -$6.28M – 160
2023
Q1 		$6.28M Buy
60,751
+12,996
+27% +$1.26M 0.8% 38
2022
Q4 		$4.01M Buy
47,755
+4,084
+9% +$403K 0.55% 48
2022
Q3 		$5.42M Sell
43,671
-3,162
-7% -$400K 0.72% 37
2022
Q2 		$4.97M Buy
+46,833
New +$5.86M 0.69% 36

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

WCG Wealth Advisors's AMZN Position: Q2 2026 in Review

WCG Wealth Advisors increased its Amazon (AMZN) stake by 2.3% in Q2 2026, buying an estimated $1.72M and bringing the position to 298,497 shares worth $71.1M. The position accounts for 1.69% of the portfolio, ranked #9.

WCG Wealth Advisors first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WCG Wealth Advisors held 298,497 shares of Amazon worth $71.1M as of Q2 2026.
  • WCG Wealth Advisors bought 6,851 Amazon shares in Q2 2026, an estimated $1.72M.
  • Amazon made up 1.69% of WCG Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • WCG Wealth Advisors first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.