Windsor Advisory Group’s Amazon AMZN Stock Holding History

Windsor 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	$522K	Buy	+2,189	New	+$549K	0.38%	39
2026 Q1	–	Sell	-1,208	Closed	-$279K	–	85
2025 Q4	$279K	Buy	+1,208	New	+$276K	0.25%	49
2024 Q4	–	Sell	-1,175	Closed	-$219K	–	83
2024 Q3	$219K	Sell	1,175 -245	-17%	-$44.7K	0.25%	58
2024 Q2	$275K	Buy	+1,420	New	+$261K	0.55%	31
2023 Q4	–	Sell	-1,906	Closed	-$242K	–	56
2023 Q3	$242K	Buy	+1,906	New	+$255K	0.58%	39

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Windsor Advisory Group opened a new position in Amazon (AMZN) in Q2 2026: 2,189 shares worth $522K. The stake represents 0.38% of the portfolio and ranks #39 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in AMZN as recently as Q4 2025.

Windsor Advisory Group first reported a position in AMZN in Q3 2023 and has held it in 5 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Windsor Advisory Group held 2,189 shares of Amazon worth $522K as of Q2 2026.
Amazon was a new Windsor Advisory Group position in Q2 2026.
Amazon made up 0.38% of Windsor Advisory Group's portfolio in Q2 2026, its #39 holding.
Windsor Advisory Group first reported a position in Amazon in Q3 2023 and has held it in 5 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.