Wolff Financial Management’s Amazon AMZN Stock Holding History

Wolff Financial Management’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	$524K	Hold	2,199	–	–	0.1%	73
2026 Q1	$458K	Hold	2,199	–	–	0.1%	74
2025 Q4	$508K	Hold	2,199	–	–	0.11%	69
2025 Q3	$483K	Hold	2,199	–	–	0.11%	71
2025 Q2	$482K	Buy	2,199 +28	+1%	+$5.54K	0.12%	67
2025 Q1	$413K	Buy	2,171 +711	+49%	+$154K	0.11%	71
2024 Q4	$320K	Sell	1,460 -6	-0.4%	-$1.23K	0.09%	80
2024 Q3	$273K	Hold	1,466	–	–	0.07%	86
2024 Q2	$283K	Sell	1,466 -120	-8%	-$22K	0.21%	38
2024 Q1	$286K	Hold	1,586	–	–	0.08%	85
2023 Q4	$241K	Buy	1,586 +6	+0.4%	+$841	0.07%	89
2023 Q3	$201K	Buy	+1,580	New	+$212K	0.07%	95
2022 Q2	–	Sell	-2,500	Closed	-$407K	–	101
2022 Q1	$407K	Hold	2,500	–	–	0.16%	80
2021 Q4	$417K	Buy	+2,500	New	+$428K	0.16%	83
2021 Q1	$362K	Hold	2,340	–	–	0.17%	81
2020 Q4	$381K	Buy	2,340 +320	+16%	+$51.1K	0.2%	71
2020 Q3	$318K	Buy	+2,020	New	+$318K	0.19%	70

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

Wolff Financial Management's AMZN Position: Q2 2026 in Review

Wolff Financial Management held its Amazon (AMZN) position steady in Q2 2026 at 2,199 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #73.

Wolff Financial Management first reported a position in AMZN in Q3 2020 and has held it in 17 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Wolff Financial Management held 2,199 shares of Amazon worth $524K as of Q2 2026.
Wolff Financial Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.1% of Wolff Financial Management's portfolio in Q2 2026, its #73 holding.
Wolff Financial Management first reported a position in Amazon in Q3 2020 and has held it in 17 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.