CARLSON FINANCIAL, INC.’s Amazon AMZN Stock Holding History

CARLSON FINANCIAL, INC.’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	$2.66M	Buy	11,149 +37	+0.3%	+$9.29K	1.36%	13
2026 Q1	$2.31M	Buy	11,112 +201	+2%	+$44.3K	1.36%	15
2025 Q4	$2.52M	Buy	+10,911	New	+$2.5M	1.46%	14

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

CARLSON FINANCIAL, INC.'s AMZN Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Amazon (AMZN) stake by 0.33% in Q2 2026, buying an estimated $9.29K and bringing the position to 11,149 shares worth $2.66M. The position accounts for 1.36% of the portfolio, ranked #13.

CARLSON FINANCIAL, INC. first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CARLSON FINANCIAL, INC. held 11,149 shares of Amazon worth $2.66M as of Q2 2026.
CARLSON FINANCIAL, INC. bought 37 Amazon shares in Q2 2026, an estimated $9.29K.
Amazon made up 1.36% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #13 holding.
CARLSON FINANCIAL, INC. first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.