AA Financial Advisors
AMZN icon

AA Financial Advisors’s Amazon AMZN Stock Holding History

AA Financial Advisors’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
Q3 		$5.51M Buy
22,126
+1,525
+7% +$387K 0.66% 41
2026
Q2 		$4.91M Buy
20,601
+421
+2% +$106K 0.59% 49
2026
Q1 		$4.2M Buy
20,180
+2,642
+15% +$582K 0.59% 49
2025
Q4 		$4.05M Sell
17,538
-23,111
-57% -$5.29M 0.75% 36
2025
Q3 		$8.93M Sell
40,649
-1,821
-4% -$412K 1.75% 18
2025
Q2 		$9.32M Buy
42,470
+27,378
+181% +$5.42M 2.01% 13
2025
Q1 		$2.87M Buy
15,092
+1,699
+13% +$369K 0.7% 37
2024
Q4 		$2.94M Buy
13,393
+819
+7% +$168K 0.78% 37
2024
Q3 		$2.34M Buy
12,574
+1,076
+9% +$196K 0.68% 39
2024
Q2 		$2.22M Buy
11,498
+193
+2% +$35.5K 0.78% 36
2024
Q1 		$2.04M Buy
11,305
+9,479
+519% +$1.58M 0.82% 37
2023
Q4 		$277K Buy
+1,826
New +$256K 0.18% 50

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

AA Financial Advisors's AMZN Position: Q3 2026 in Review

AA Financial Advisors increased its Amazon (AMZN) stake by 7.4% in Q3 2026, buying an estimated $387K and bringing the position to 22,126 shares worth $5.51M. The position accounts for 0.66% of the portfolio, ranked #41.

AA Financial Advisors first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.32M in Q2 2025. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • AA Financial Advisors held 22,126 shares of Amazon worth $5.51M as of Q3 2026.
  • AA Financial Advisors bought 1,525 Amazon shares in Q3 2026, an estimated $387K.
  • Amazon made up 0.66% of AA Financial Advisors's portfolio in Q3 2026, its #41 holding.
  • AA Financial Advisors first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • AA Financial Advisors's Amazon position peaked at $9.32M in Q2 2025.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.