WAM
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Worth Asset Management’s Amazon AMZN Stock Holding History

Worth Asset 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 		$2M Buy
8,400
+1,957
+30% +$491K 0.64% 28
2026
Q1 		$1.34M Buy
6,443
+2,307
+56% +$508K 0.5% 51
2025
Q4 		$955K Buy
4,136
+721
+21% +$165K 0.4% 54
2025
Q3 		$750K Buy
3,415
+82
+2% +$18.6K 0.34% 53
2025
Q2 		$731K Sell
3,333
-2,815
-46% -$557K 0.36% 52
2025
Q1 		$1.17M Buy
6,148
+2,510
+69% +$545K 0.64% 39
2024
Q4 		$798K Buy
3,638
+76
+2% +$15.5K 0.43% 55
2024
Q3 		$664K Buy
3,562
+123
+4% +$22.4K 0.36% 62
2024
Q2 		$665K Sell
3,439
-198
-5% -$36.4K 0.39% 53
2024
Q1 		$656K Buy
3,637
+1,849
+103% +$309K 0.4% 55
2023
Q4 		$272K Buy
1,788
+101
+6% +$14.2K 0.19% 82
2023
Q3 		$214K Sell
1,687
-1,184
-41% -$159K 0.17% 85
2023
Q2 		$374K Buy
2,871
+1,396
+95% +$159K 0.29% 58
2023
Q1 		$152K Buy
1,475
+31
+2% +$3K 0.12% 102
2022
Q4 		$121K Sell
1,444
-299
-17% -$29.5K 0.08% 101
2022
Q3 		$197K Sell
1,743
-57
-3% -$7.21K 0.14% 56
2022
Q2 		$190K Buy
1,800
+20
+1% +$2.5K 0.13% 75
2022
Q1 		$191K Buy
+1,780
New +$275K 0.12% 76

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

Worth Asset Management's AMZN Position: Q2 2026 in Review

Worth Asset Management increased its Amazon (AMZN) stake by 30% in Q2 2026, buying an estimated $491K and bringing the position to 8,400 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #28.

Worth Asset Management first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Worth Asset Management held 8,400 shares of Amazon worth $2M as of Q2 2026.
  • Worth Asset Management bought 1,957 Amazon shares in Q2 2026, an estimated $491K.
  • Amazon made up 0.64% of Worth Asset Management's portfolio in Q2 2026, its #28 holding.
  • Worth Asset Management first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.