Allium Financial Advisors’s Amazon AMZN Stock Holding History

Allium 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 Q2	$3.05M	Buy	12,777 +1,882	+17%	+$472K	1.99%	12
2026 Q1	$2.27M	Hold	10,895	–	–	1.82%	12
2025 Q4	$2.51M	Sell	10,895 -4	-0%	-$915	1.99%	12
2025 Q3	$2.39M	Sell	10,899 -1,024	-9%	-$232K	1.98%	12
2025 Q2	$2.62M	Sell	11,923 -108	-0.9%	-$21.4K	2.28%	10
2025 Q1	$2.29M	Buy	+12,031	New	+$2.61M	2.09%	12

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

Allium Financial Advisors's AMZN Position: Q2 2026 in Review

Allium Financial Advisors increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $472K and bringing the position to 12,777 shares worth $3.05M. The position accounts for 1.99% of the portfolio, ranked #12.

Allium Financial Advisors first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Allium Financial Advisors held 12,777 shares of Amazon worth $3.05M as of Q2 2026.
Allium Financial Advisors bought 1,882 Amazon shares in Q2 2026, an estimated $472K.
Amazon made up 1.99% of Allium Financial Advisors's portfolio in Q2 2026, its #12 holding.
Allium Financial Advisors first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.