A&I Financial Services’s Amazon AMZN Stock Holding History

A&I Financial Services’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	$1.1M	Sell	4,618 -24	-0.5%	-$6.02K	0.48%	27
2026 Q1	$967K	Sell	4,642 -700	-13%	-$154K	0.46%	28
2025 Q4	$1.23M	Sell	5,342 -285	-5%	-$65.2K	0.59%	23
2025 Q3	$1.24M	Sell	5,627 -190	-3%	-$43K	0.61%	23
2025 Q2	$1.28M	Buy	5,817 +410	+8%	+$81.1K	0.72%	18
2025 Q1	$1.03M	Hold	5,407	–	–	0.7%	21
2024 Q4	$1.19M	Buy	+5,407	New	+$1.11M	1.16%	16
2019 Q3	$512K	Buy	5,900 +20	+0.3%	+$1.85K	0.77%	17
2019 Q2	$557K	Buy	5,880 +380	+7%	+$35.4K	0.91%	16
2019 Q1	$490K	Hold	5,500	–	–	0.9%	15
2018 Q4	$413K	Buy	5,500 +200	+4%	+$16.6K	0.7%	18
2018 Q3	$531K	Buy	5,300 +500	+10%	+$47K	1.33%	13
2018 Q2	$408K	Hold	4,800	–	–	0.82%	17
2018 Q1	$347K	Hold	4,800	–	–	0.86%	13
2017 Q4	$281K	Buy	+4,800	New	+$264K	0.55%	20

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

A&I Financial Services's AMZN Position: Q2 2026 in Review

A&I Financial Services reduced its Amazon (AMZN) stake by 0.52% in Q2 2026, selling an estimated $6.02K and leaving 4,618 shares worth $1.1M. The position accounts for 0.48% of the portfolio, ranked #27.

A&I Financial Services first reported a position in AMZN in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2025. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

A&I Financial Services held 4,618 shares of Amazon worth $1.1M as of Q2 2026.
A&I Financial Services sold 24 Amazon shares in Q2 2026, an estimated $6.02K.
Amazon made up 0.48% of A&I Financial Services's portfolio in Q2 2026, its #27 holding.
A&I Financial Services first reported a position in Amazon in Q4 2017 and has held it in 15 quarters since.
A&I Financial Services's Amazon position peaked at $1.28M in Q2 2025.
6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.