AFG
AMZN icon

Allegheny Financial Group’s Amazon AMZN Stock Holding History

Allegheny Financial Group’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 		$3.51M Buy
14,741
+1,600
+12% +$402K 0.37% 47
2026
Q1 		$2.74M Sell
13,141
-121
-0.9% -$26.6K 0.37% 47
2025
Q4 		$3.06M Sell
13,262
-398
-3% -$91.1K 0.45% 40
2025
Q3 		$3M Buy
13,660
+139
+1% +$31.5K 0.56% 33
2025
Q2 		$2.97M Buy
13,521
+105
+0.8% +$20.8K 0.66% 24
2025
Q1 		$2.55M Sell
13,416
-952
-7% -$207K 0.65% 25
2024
Q4 		$3.15M Sell
14,368
-1,221
-8% -$250K 0.81% 22
2024
Q3 		$2.9M Buy
15,589
+592
+4% +$108K 0.72% 22
2024
Q2 		$2.9M Buy
14,997
+3,535
+31% +$649K 0.83% 18
2024
Q1 		$2.07M Sell
11,462
-1,760
-13% -$294K 0.64% 25
2023
Q4 		$2.01M Buy
13,222
+1,251
+10% +$175K 0.65% 25
2023
Q3 		$1.52M Buy
11,971
+5,468
+84% +$733K 0.57% 31
2023
Q2 		$848K Sell
6,503
-2,099
-24% -$240K 0.4% 45
2023
Q1 		$889K Buy
8,602
+101
+1% +$9.76K 0.36% 57
2022
Q4 		$714K Buy
8,501
+426
+5% +$42.1K 0.3% 69
2022
Q3 		$912K Buy
8,075
+163
+2% +$20.6K 0.43% 47
2022
Q2 		$840K Sell
7,912
-6,428
-45% -$804K 0.39% 50
2022
Q1 		$2.34M Buy
14,340
+6,020
+72% +$930K 0.99% 21
2021
Q4 		$1.39M Buy
8,320
+840
+11% +$144K 0.55% 34
2021
Q3 		$1.23M Buy
7,480
+80
+1% +$13.8K 0.56% 36
2021
Q2 		$1.27M Buy
7,400
+140
+2% +$23.3K 0.58% 33
2021
Q1 		$1.12M Sell
7,260
-80
-1% -$12.7K 0.82% 22
2020
Q4 		$1.2M Buy
+7,340
New +$1.17M 0.64% 30

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

Allegheny Financial Group's AMZN Position: Q2 2026 in Review

Allegheny Financial Group increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $402K and bringing the position to 14,741 shares worth $3.51M. The position accounts for 0.37% of the portfolio, ranked #47.

Allegheny Financial Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Allegheny Financial Group held 14,741 shares of Amazon worth $3.51M as of Q2 2026.
  • Allegheny Financial Group bought 1,600 Amazon shares in Q2 2026, an estimated $402K.
  • Amazon made up 0.37% of Allegheny Financial Group's portfolio in Q2 2026, its #47 holding.
  • Allegheny Financial Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.