Yardley Wealth Management’s Amazon AMZN Stock Holding History

Yardley Wealth 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	$331K	Hold	1,390	–	–	0.15%	30
2026 Q1	$289K	Hold	1,390	–	–	0.15%	33
2025 Q4	$321K	Hold	1,390	–	–	0.17%	32
2025 Q3	$305K	Sell	1,390 -120	-8%	-$27.2K	0.17%	34
2025 Q2	$331K	Hold	1,510	–	–	0.18%	36
2025 Q1	$287K	Sell	1,510 -823	-35%	-$179K	0.17%	36
2024 Q4	$485K	Buy	2,333 +823	+55%	+$168K	0.24%	38
2024 Q3	$281K	Buy	+1,510	New	+$276K	0.17%	37

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

Yardley Wealth Management's AMZN Position: Q2 2026 in Review

Yardley Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 1,390 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #30.

Yardley Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $485K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Yardley Wealth Management held 1,390 shares of Amazon worth $331K as of Q2 2026.
Yardley Wealth Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.15% of Yardley Wealth Management's portfolio in Q2 2026, its #30 holding.
Yardley Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's Amazon position peaked at $485K in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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