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Aspetuck Financial Management’s Amazon AMZN Stock Holding History

Aspetuck Financial Management’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 		$3.69M Buy
15,478
+95
+0.6% +$23.8K 2.17% 14
2026
Q1 		$3.2M Buy
15,383
+91
+0.6% +$20K 2.2% 16
2025
Q4 		$3.53M Buy
15,292
+32
+0.2% +$7.32K 2.37% 14
2025
Q3 		$3.35M Buy
15,260
+47
+0.3% +$10.6K 2.3% 17
2025
Q2 		$3.34M Buy
15,213
+3
+0% +$594 2.52% 13
2025
Q1 		$2.89M Buy
15,210
+223
+1% +$48.4K 2.49% 14
2024
Q4 		$3.29M Buy
+14,987
New +$3.07M 2.56% 11

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

Aspetuck Financial Management's AMZN Position: Q2 2026 in Review

Aspetuck Financial Management increased its Amazon (AMZN) stake by 0.62% in Q2 2026, buying an estimated $23.8K and bringing the position to 15,478 shares worth $3.69M. The position accounts for 2.17% of the portfolio, ranked #14.

Aspetuck Financial Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aspetuck Financial Management held 15,478 shares of Amazon worth $3.69M as of Q2 2026.
  • Aspetuck Financial Management bought 95 Amazon shares in Q2 2026, an estimated $23.8K.
  • Amazon made up 2.17% of Aspetuck Financial Management's portfolio in Q2 2026, its #14 holding.
  • Aspetuck Financial Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.