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Yoder Wealth Management’s Amazon AMZN Stock Holding History

Yoder 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 		$2.72M Buy
11,421
+626
+6% +$157K 1.06% 28
2026
Q1 		$2.25M Buy
10,795
+352
+3% +$77.5K 1.03% 30
2025
Q4 		$2.41M Sell
10,443
-61
-0.6% -$14K 1.1% 28
2025
Q3 		$2.31M Buy
10,504
+413
+4% +$93.5K 1.09% 28
2025
Q2 		$2.21M Sell
10,091
-1,350
-12% -$267K 1.15% 27
2025
Q1 		$2.18M Buy
11,441
+4,397
+62% +$954K 1.23% 27
2024
Q4 		$1.55M Buy
7,044
+638
+10% +$131K 0.85% 37
2024
Q3 		$1.19M Buy
6,406
+290
+5% +$52.9K 0.72% 38
2024
Q2 		$1.18M Sell
6,116
-127
-2% -$23.3K 0.77% 36
2024
Q1 		$1.13M Sell
6,243
-786
-11% -$131K 0.73% 37
2023
Q4 		$1.07M Buy
7,029
+15
+0.2% +$2.1K 0.75% 34
2023
Q3 		$892K Buy
7,014
+423
+6% +$56.7K 0.74% 32
2023
Q2 		$859K Sell
6,591
-1,860
-22% -$212K 0.68% 36
2023
Q1 		$873K Buy
+8,451
New +$816K 0.73% 34

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

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

Yoder Wealth Management increased its Amazon (AMZN) stake by 5.8% in Q2 2026, buying an estimated $157K and bringing the position to 11,421 shares worth $2.72M. The position accounts for 1.06% of the portfolio, ranked #28.

Yoder Wealth Management first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Yoder Wealth Management held 11,421 shares of Amazon worth $2.72M as of Q2 2026.
  • Yoder Wealth Management bought 626 Amazon shares in Q2 2026, an estimated $157K.
  • Amazon made up 1.06% of Yoder Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Yoder Wealth Management first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.