Wingate Wealth Advisors’s Amazon AMZN Stock Holding History

Wingate Wealth 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	$953K	Sell	3,999 -830	-17%	-$208K	0.42%	51
2026 Q1	$1.01M	Sell	4,829 -473	-9%	-$104K	0.54%	46
2025 Q4	$1.22M	Buy	5,302 +937	+21%	+$214K	0.68%	45
2025 Q3	$958K	Buy	4,365 +2,356	+117%	+$533K	0.66%	47
2025 Q2	$441K	Sell	2,009 -91	-4%	-$18K	0.39%	65
2025 Q1	$400K	Sell	2,100 -618	-23%	-$134K	0.46%	61
2024 Q4	$596K	Buy	+2,718	New	+$556K	0.59%	51

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

Wingate Wealth Advisors's AMZN Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Amazon (AMZN) stake by 17% in Q2 2026, selling an estimated $208K and leaving 3,999 shares worth $953K. The position accounts for 0.42% of the portfolio, ranked #51.

Wingate Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Wingate Wealth Advisors held 3,999 shares of Amazon worth $953K as of Q2 2026.
Wingate Wealth Advisors sold 830 Amazon shares in Q2 2026, an estimated $208K.
Amazon made up 0.42% of Wingate Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Wingate Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Amazon position peaked at $1.22M in Q4 2025.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.