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Wiser Advisor Group’s Amazon AMZN Stock Holding History

Wiser Advisor 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 		$3.49M Buy
14,649
+1,260
+9% +$316K 3.82% 6
2026
Q1 		$2.79M Sell
13,389
-221
-2% -$48.7K 3.37% 7
2025
Q4 		$3.14M Buy
13,610
+87
+0.6% +$19.9K 3.59% 5
2025
Q3 		$2.97M Buy
13,523
+343
+3% +$77.6K 3.69% 5
2025
Q2 		$2.89M Buy
13,180
+89
+0.7% +$17.6K 5.02% 4
2025
Q1 		$2.49M Buy
13,091
+499
+4% +$108K 3.68% 4
2024
Q4 		$2.76M Buy
12,592
+218
+2% +$44.6K 4.02% 4
2024
Q3 		$2.31M Buy
12,374
+97
+0.8% +$17.7K 3.44% 5
2024
Q2 		$2.37M Sell
12,277
-207
-2% -$38K 3.73% 5
2024
Q1 		$2.25M Buy
12,484
+907
+8% +$151K 3.53% 7
2023
Q4 		$1.76M Buy
+11,577
New +$1.62M 2.93% 9

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

Wiser Advisor Group's AMZN Position: Q2 2026 in Review

Wiser Advisor Group increased its Amazon (AMZN) stake by 9.4% in Q2 2026, buying an estimated $316K and bringing the position to 14,649 shares worth $3.49M. The position accounts for 3.82% of the portfolio, ranked #6.

Wiser Advisor Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wiser Advisor Group held 14,649 shares of Amazon worth $3.49M as of Q2 2026.
  • Wiser Advisor Group bought 1,260 Amazon shares in Q2 2026, an estimated $316K.
  • Amazon made up 3.82% of Wiser Advisor Group's portfolio in Q2 2026, its #6 holding.
  • Wiser Advisor Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.