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Whitaker-Myers Wealth Managers’s Amazon AMZN Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.6M Sell
10,899
-2,699
-20% -$677K 0.43% 34
2026
Q1 		$2.83M Buy
13,598
+3,013
+28% +$663K 0.56% 23
2025
Q4 		$2.44M Buy
10,585
+3,966
+60% +$907K 0.51% 27
2025
Q3 		$1.45M Buy
6,619
+52
+0.8% +$11.8K 0.32% 40
2025
Q2 		$1.44M Sell
6,567
-224
-3% -$44.3K 0.36% 29
2025
Q1 		$1.29M Sell
6,791
-296
-4% -$64.2K 0.36% 34
2024
Q4 		$1.55M Buy
7,087
+582
+9% +$119K 0.45% 28
2024
Q3 		$1.21M Sell
6,505
-159
-2% -$29K 0.4% 35
2024
Q2 		$1.29M Buy
6,664
+281
+4% +$51.6K 0.48% 33
2024
Q1 		$1.15M Buy
6,383
+1,012
+19% +$169K 0.49% 35
2023
Q4 		$816K Buy
5,371
+857
+19% +$120K 0.41% 40
2023
Q3 		$574K Buy
4,514
+988
+28% +$132K 0.36% 44
2023
Q2 		$460K Buy
3,526
+30
+0.9% +$3.43K 0.31% 47
2023
Q1 		$361K Buy
3,496
+1,091
+45% +$105K 0.28% 50
2022
Q4 		$202K Buy
+2,405
New +$238K 0.19% 66

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

Whitaker-Myers Wealth Managers's AMZN Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $677K and leaving 10,899 shares worth $2.6M. The position accounts for 0.43% of the portfolio, ranked #34.

Whitaker-Myers Wealth Managers first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q1 2026. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 10,899 shares of Amazon worth $2.6M as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 2,699 Amazon shares in Q2 2026, an estimated $677K.
  • Amazon made up 0.43% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #34 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's Amazon position peaked at $2.83M in Q1 2026.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.