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Acorn Financial Advisory Services’s Amazon AMZN Stock Holding History

Acorn Financial Advisory 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 		$1.71M Sell
7,193
-552
-7% -$139K 0.23% 54
2026
Q1 		$1.61M Sell
7,745
-7,180
-48% -$1.58M 0.22% 51
2025
Q4 		$3.45M Sell
14,925
-289
-2% -$66.1K 0.51% 26
2025
Q3 		$3.34M Buy
15,214
+1,146
+8% +$259K 0.51% 27
2025
Q2 		$3.09M Sell
14,068
-3,038
-18% -$601K 0.51% 26
2025
Q1 		$3.25M Sell
17,106
-2,056
-11% -$446K 0.59% 22
2024
Q4 		$4.2M Sell
19,162
-277
-1% -$56.7K 0.69% 18
2024
Q3 		$3.62M Sell
19,439
-952
-5% -$174K 0.64% 21
2024
Q2 		$3.94M Sell
20,391
-4,184
-17% -$769K 0.74% 18
2024
Q1 		$4.43M Sell
24,575
-7,127
-22% -$1.19M 0.84% 17
2023
Q4 		$4.79M Sell
31,702
-2,591
-8% -$363K 0.84% 15
2023
Q3 		$4.37M Buy
34,293
+1,990
+6% +$267K 0.78% 17
2023
Q2 		$4.21M Buy
32,303
+1,421
+5% +$162K 0.75% 17
2023
Q1 		$3.19M Buy
30,882
+1,861
+6% +$180K 0.62% 19
2022
Q4 		$2.44M Buy
29,021
+1,709
+6% +$169K 0.52% 21
2022
Q3 		$3.09M Buy
27,312
+3,982
+17% +$503K 0.74% 17
2022
Q2 		$2.48M Buy
23,330
+750
+3% +$93.8K 0.59% 19
2022
Q1 		$3.68M Buy
22,580
+2,740
+14% +$423K 0.74% 18
2021
Q4 		$3.31M Buy
19,840
+2,380
+14% +$407K 0.66% 20
2021
Q3 		$2.87M Buy
17,460
+520
+3% +$89.7K 0.89% 22
2021
Q2 		$2.91M Buy
16,940
+980
+6% +$163K 0.86% 22
2021
Q1 		$2.5M Sell
15,960
-400
-2% -$63.4K 0.91% 18
2020
Q4 		$2.67M Buy
16,360
+320
+2% +$51.1K 1.05% 15
2020
Q3 		$2.52M Sell
16,040
-880
-5% -$139K 1.32% 13
2020
Q2 		$2.33M Sell
16,920
-1,560
-8% -$188K 1.63% 5
2020
Q1 		$1.8M Buy
18,480
+2,780
+18% +$269K 1.78% 7
2019
Q4 		$1.45M Buy
+15,700
New +$1.39M 1.22% 16

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's AMZN Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Amazon (AMZN) stake by 7.1% in Q2 2026, selling an estimated $139K and leaving 7,193 shares worth $1.71M. The position accounts for 0.23% of the portfolio, ranked #54.

Acorn Financial Advisory Services first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.79M in Q4 2023. 6,164 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Acorn Financial Advisory Services held 7,193 shares of Amazon worth $1.71M as of Q2 2026.
  • Acorn Financial Advisory Services sold 552 Amazon shares in Q2 2026, an estimated $139K.
  • Amazon made up 0.23% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #54 holding.
  • Acorn Financial Advisory Services first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Amazon position peaked at $4.79M in Q4 2023.
  • 6,164 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.