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Wealthedge Investment Advisors’s Amazon AMZN Stock Holding History

Wealthedge Investment 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 		$4.37M Sell
18,331
-10,374
-36% -$2.6M 1.49% 18
2026
Q1 		$5.98M Buy
28,705
+13,216
+85% +$2.91M 2.2% 12
2025
Q4 		$3.58M Sell
15,489
-164
-1% -$37.5K 1.32% 23
2025
Q3 		$3.44M Sell
15,653
-3,242
-17% -$734K 1.3% 24
2025
Q2 		$4.15M Sell
18,895
-518
-3% -$103K 1.73% 16
2025
Q1 		$3.69M Sell
19,413
-3,983
-17% -$864K 1.67% 13
2024
Q4 		$5.13M Buy
+23,396
New +$4.79M 2.31% 10

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

Wealthedge Investment Advisors's AMZN Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Amazon (AMZN) stake by 36% in Q2 2026, selling an estimated $2.6M and leaving 18,331 shares worth $4.37M. The position accounts for 1.49% of the portfolio, ranked #18.

Wealthedge Investment Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.98M in Q1 2026. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealthedge Investment Advisors held 18,331 shares of Amazon worth $4.37M as of Q2 2026.
  • Wealthedge Investment Advisors sold 10,374 Amazon shares in Q2 2026, an estimated $2.6M.
  • Amazon made up 1.49% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Wealthedge Investment Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Amazon position peaked at $5.98M in Q1 2026.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.