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Wheelhouse Advisory Group’s Amazon AMZN Stock Holding History

Wheelhouse Advisory 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 		$1.05M Buy
4,399
+563
+15% +$141K 0.3% 23
2026
Q1 		$799K Sell
3,836
-887
-19% -$195K 0.26% 23
2025
Q4 		$1.1M Buy
4,723
+906
+24% +$207K 0.42% 21
2025
Q3 		$838K Sell
3,817
-469
-11% -$106K 0.36% 22
2025
Q2 		$940K Buy
4,286
+855
+25% +$169K 0.46% 21
2025
Q1 		$653K Sell
3,431
-91
-3% -$19.7K 0.37% 26
2024
Q4 		$773K Sell
3,522
-140
-4% -$28.6K 0.46% 23
2024
Q3 		$682K Sell
3,662
-9
-0.2% -$1.64K 0.44% 22
2024
Q2 		$734K Sell
3,671
-520
-12% -$95.5K 0.52% 21
2024
Q1 		$756K Buy
4,191
+1,044
+33% +$174K 0.58% 19
2023
Q4 		$478K Buy
+3,147
New +$441K 0.42% 25

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wheelhouse Advisory Group's AMZN Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 4,399 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #23.

Wheelhouse Advisory Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2025. 4,045 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wheelhouse Advisory Group held 4,399 shares of Amazon worth $1.05M as of Q2 2026.
  • Wheelhouse Advisory Group bought 563 Amazon shares in Q2 2026, an estimated $141K.
  • Amazon made up 0.3% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Wheelhouse Advisory Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's Amazon position peaked at $1.1M in Q4 2025.
  • 4,045 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.