Allegiance Financial Group Advisory Services’s Amazon AMZN Stock Holding History

Allegiance Financial Group 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	$1.83M	Sell	7,678 -183	-2%	-$45.9K	0.32%	33
2026 Q1	$1.64M	Buy	7,861 +1,463	+23%	+$322K	0.33%	34
2025 Q4	$1.48M	Buy	6,398 +1,105	+21%	+$253K	0.31%	33
2025 Q3	$1.16M	Buy	5,293 +2,716	+105%	+$615K	0.27%	36
2025 Q2	$565K	Sell	2,577 -1,274	-33%	-$252K	0.15%	52
2025 Q1	$733K	Sell	3,851 -818	-18%	-$178K	0.22%	44
2024 Q4	$1.02M	Buy	4,669 +913	+24%	+$187K	0.33%	36
2024 Q3	$700K	Sell	3,756 -419	-10%	-$76.5K	0.24%	40
2024 Q2	$807K	Buy	4,175 +636	+18%	+$117K	0.31%	36
2024 Q1	$638K	Buy	3,539 +148	+4%	+$24.7K	0.26%	42
2023 Q4	$515K	Buy	3,391 +207	+7%	+$29K	0.24%	44
2023 Q3	$405K	Hold	3,184	–	–	0.23%	48
2023 Q2	$415K	Buy	3,184 +4	+0.1%	+$457	0.24%	47
2023 Q1	$328K	Hold	3,180	–	–	0.24%	50
2022 Q4	$267K	Buy	+3,180	New	+$314K	0.26%	55

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

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

Allegiance Financial Group Advisory Services reduced its Amazon (AMZN) stake by 2.3% in Q2 2026, selling an estimated $45.9K and leaving 7,678 shares worth $1.83M. The position accounts for 0.32% of the portfolio, ranked #33.

Allegiance Financial Group Advisory Services first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Allegiance Financial Group Advisory Services held 7,678 shares of Amazon worth $1.83M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 183 Amazon shares in Q2 2026, an estimated $45.9K.
Amazon made up 0.32% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #33 holding.
Allegiance Financial Group Advisory Services first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.