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WealthTrust Asset Management’s Amazon AMZN Stock Holding History

WealthTrust Asset Management’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 		$2.72M Sell
11,395
-527
-4% -$132K 1.47% 14
2026
Q1 		$2.48M Buy
11,922
+2,685
+29% +$591K 1.48% 15
2025
Q4 		$2.13M Sell
9,237
-129
-1% -$29.5K 1.49% 15
2025
Q3 		$2.06M Sell
9,366
-512
-5% -$116K 1.43% 15
2025
Q2 		$2.17M Sell
9,878
-2,112
-18% -$418K 1.62% 13
2025
Q1 		$2.28M Sell
11,990
-1,067
-8% -$232K 1.69% 13
2024
Q4 		$2.86M Sell
13,057
-402
-3% -$82.2K 2.06% 12
2024
Q3 		$2.51M Sell
13,459
-4,726
-26% -$862K 1.87% 13
2024
Q2 		$3.51M Hold
18,185
– – 2.57% 9
2024
Q1 		$3.28M Buy
18,185
+6,044
+50% +$1.01M 2.5% 11
2023
Q4 		$1.84M Sell
12,141
-661
-5% -$92.7K 1.55% 16
2023
Q3 		$1.63M Buy
12,802
+2,426
+23% +$325K 1.52% 19
2023
Q2 		$1.35M Sell
10,376
-194
-2% -$22.2K 1.23% 20
2023
Q1 		$1.09M Buy
10,570
+4
+0% +$386 1.04% 25
2022
Q4 		$888K Sell
10,566
-6,549
-38% -$647K 0.86% 32
2022
Q3 		$1.93M Buy
17,115
+8,080
+89% +$1.02M 2.04% 16
2022
Q2 		$960K Buy
+9,035
New +$1.13M 0.91% 34
2021
Q3 		– Sell
-1,200
Closed -$206K – 71
2021
Q2 		$206K Buy
+1,200
New +$199K 0.18% 71

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

WealthTrust Asset Management's AMZN Position: Q2 2026 in Review

WealthTrust Asset Management reduced its Amazon (AMZN) stake by 4.4% in Q2 2026, selling an estimated $132K and leaving 11,395 shares worth $2.72M. The position accounts for 1.47% of the portfolio, ranked #14.

WealthTrust Asset Management first reported a position in AMZN in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q2 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WealthTrust Asset Management held 11,395 shares of Amazon worth $2.72M as of Q2 2026.
  • WealthTrust Asset Management sold 527 Amazon shares in Q2 2026, an estimated $132K.
  • Amazon made up 1.47% of WealthTrust Asset Management's portfolio in Q2 2026, its #14 holding.
  • WealthTrust Asset Management first reported a position in Amazon in Q2 2021 and has held it in 18 quarters since.
  • WealthTrust Asset Management's Amazon position peaked at $3.51M in Q2 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.