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Wealth Dimensions Group’s Amazon AMZN Stock Holding History

Wealth Dimensions 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 		$3.16M Buy
13,269
+282
+2% +$70.8K 0.57% 25
2026
Q1 		$2.7M Buy
12,987
+150
+1% +$33K 0.53% 26
2025
Q4 		$2.96M Sell
12,837
-1,221
-9% -$279K 0.59% 23
2025
Q3 		$3.09M Buy
14,058
+78
+0.6% +$17.7K 0.63% 21
2025
Q2 		$3.07M Sell
13,980
-188
-1% -$37.2K 0.68% 20
2025
Q1 		$2.7M Buy
14,168
+118
+0.8% +$25.6K 0.64% 22
2024
Q4 		$3.08M Buy
14,050
+86
+0.6% +$17.6K 0.76% 20
2024
Q3 		$2.6M Buy
13,964
+2,623
+23% +$479K 0.66% 23
2024
Q2 		$2.19M Buy
11,341
+203
+2% +$37.3K 0.62% 24
2024
Q1 		$2.01M Sell
11,138
-256
-2% -$42.7K 0.59% 31
2023
Q4 		$1.73M Buy
11,394
+141
+1% +$19.8K 0.55% 33
2023
Q3 		$1.43M Buy
11,253
+88
+0.8% +$11.8K 0.52% 34
2023
Q2 		$1.46M Buy
11,165
+126
+1% +$14.4K 0.53% 32
2023
Q1 		$1.14M Sell
11,039
-1,393
-11% -$135K 0.44% 34
2022
Q4 		$1.04M Buy
12,432
+430
+4% +$42.5K 0.43% 39
2022
Q3 		$1.36M Hold
12,002
– – 0.67% 25
2022
Q2 		$1.27M Buy
12,002
+502
+4% +$62.8K 0.61% 28
2022
Q1 		$1.88M Buy
11,500
+100
+0.9% +$15.5K 0.87% 22
2021
Q4 		$1.9M Sell
11,400
-820
-7% -$140K 0.93% 21
2021
Q3 		$2.01M Buy
12,220
+2,540
+26% +$438K 1.28% 17
2021
Q2 		$1.67M Buy
9,680
+800
+9% +$133K 1.13% 19
2021
Q1 		$1.37M Buy
8,880
+880
+11% +$139K 1.07% 20
2020
Q4 		$1.3M Buy
+8,000
New +$1.28M 1.13% 19

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

Wealth Dimensions Group's AMZN Position: Q2 2026 in Review

Wealth Dimensions Group increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 13,269 shares worth $3.16M. The position accounts for 0.57% of the portfolio, ranked #25.

Wealth Dimensions Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealth Dimensions Group held 13,269 shares of Amazon worth $3.16M as of Q2 2026.
  • Wealth Dimensions Group bought 282 Amazon shares in Q2 2026, an estimated $70.8K.
  • Amazon made up 0.57% of Wealth Dimensions Group's portfolio in Q2 2026, its #25 holding.
  • Wealth Dimensions Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.