WFAG
AMZN icon

Worth Financial Advisory Group’s Amazon AMZN Stock Holding History

Worth Financial 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 		$8.25M Buy
34,596
+19,657
+132% +$4.93M 3.44% 3
2026
Q1 		$52.1M Sell
14,939
-19,484
-57% -$4.29M 22.75% 1
2025
Q4 		$7.95M Buy
34,423
+1,329
+4% +$304K 3.85% 2
2025
Q3 		$7.27M Sell
33,094
-40
-0.1% -$9.05K 4.08% 3
2025
Q2 		$7.27M Buy
33,134
+1,781
+6% +$352K 4.46% 3
2025
Q1 		$5.97M Sell
31,353
-769
-2% -$167K 3.79% 2
2024
Q4 		$7.05M Sell
32,122
-469
-1% -$96K 4.34% 2
2024
Q3 		$6.07M Buy
32,591
+693
+2% +$126K 3.57% 4
2024
Q2 		$6.16M Buy
31,898
+1,596
+5% +$293K 4.05% 3
2024
Q1 		$5.47M Buy
30,302
+1,049
+4% +$175K 3.79% 3
2023
Q4 		$4.44M Buy
29,253
+341
+1% +$47.8K 3.55% 5
2023
Q3 		$3.68M Buy
28,912
+1,450
+5% +$194K 3.31% 5
2023
Q2 		$3.58M Buy
27,462
+320
+1% +$36.5K 3.32% 5
2023
Q1 		$2.8M Buy
27,142
+4,297
+19% +$415K 2.68% 7
2022
Q4 		$1.92M Buy
+22,845
New +$2.26M 2.23% 12

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

Worth Financial Advisory Group increased its Amazon (AMZN) stake by 132% in Q2 2026, buying an estimated $4.93M and bringing the position to 34,596 shares worth $8.25M. The position accounts for 3.44% of the portfolio, ranked #3.

Worth Financial Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.1M in Q1 2026. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Worth Financial Advisory Group held 34,596 shares of Amazon worth $8.25M as of Q2 2026.
  • Worth Financial Advisory Group bought 19,657 Amazon shares in Q2 2026, an estimated $4.93M.
  • Amazon made up 3.44% of Worth Financial Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Worth Financial Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Worth Financial Advisory Group's Amazon position peaked at $52.1M in Q1 2026.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.