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Yarger Wealth Strategies’s Amazon AMZN Stock Holding History

Yarger Wealth Strategies’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 		$7.54M Buy
30,713
+697
+2% +$175K 2.71% 10
2026
Q1 		$6.25M Sell
30,016
-75
-0.2% -$16.5K 2.52% 11
2025
Q4 		$6.95M Buy
30,091
+150
+0.5% +$34.3K 2.99% 8
2025
Q3 		$6.57M Buy
29,941
+82
+0.3% +$18.6K 3.02% 7
2025
Q2 		$6.55M Buy
29,859
+953
+3% +$189K 3.42% 7
2025
Q1 		$5.5M Buy
28,906
+89
+0.3% +$19.3K 3.21% 8
2024
Q4 		$6.32M Buy
28,817
+555
+2% +$114K 3.65% 8
2024
Q3 		$5.27M Buy
28,262
+982
+4% +$179K 2.91% 11
2024
Q2 		$5.27M Buy
27,280
+91
+0.3% +$16.7K 3.17% 10
2024
Q1 		$4.9M Buy
27,189
+590
+2% +$98.5K 3.34% 12
2023
Q4 		$4.04M Buy
26,599
+1,233
+5% +$173K 3.26% 12
2023
Q3 		$3.22M Sell
25,366
-230
-0.9% -$30.8K 2.74% 14
2023
Q2 		$3.34M Buy
25,596
+2,725
+12% +$311K 3% 12
2023
Q1 		$2.36M Hold
22,871
– – 2.59% 14
2022
Q4 		$1.92M Sell
22,871
-719
-3% -$71K 2.38% 15
2022
Q3 		$2.67M Sell
23,590
-160
-0.7% -$20.2K 3.53% 12
2022
Q2 		$2.74M Buy
23,750
+230
+1% +$28.8K 3.54% 11
2022
Q1 		$3.83M Sell
23,520
-400
-2% -$61.8K 5% 7
2021
Q4 		$3.99M Buy
+23,920
New +$4.09M 4.3% 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

Yarger Wealth Strategies's AMZN Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Amazon (AMZN) stake by 2.3% in Q2 2026, buying an estimated $175K and bringing the position to 30,713 shares worth $7.54M. The position accounts for 2.71% of the portfolio, ranked #10.

Yarger Wealth Strategies first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Yarger Wealth Strategies held 30,713 shares of Amazon worth $7.54M as of Q2 2026.
  • Yarger Wealth Strategies bought 697 Amazon shares in Q2 2026, an estimated $175K.
  • Amazon made up 2.71% of Yarger Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Yarger Wealth Strategies first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.