Aspetuck Financial Management
AMZN icon

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
Q3 		$3.62M Sell
14,528
-950
-6% -$241K 2.32% 14
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Aspetuck Financial Management's AMZN Position: Q3 2026 in Review

Aspetuck Financial Management reduced its Amazon (AMZN) stake by 6.1% in Q3 2026, selling an estimated $241K and leaving 14,528 shares worth $3.62M. The position accounts for 2.32% of the portfolio, ranked #14.

Aspetuck Financial Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.69M in Q2 2026. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Aspetuck Financial Management held 14,528 shares of Amazon worth $3.62M as of Q3 2026.
  • Aspetuck Financial Management sold 950 Amazon shares in Q3 2026, an estimated $241K.
  • Amazon made up 2.32% of Aspetuck Financial Management's portfolio in Q3 2026, its #14 holding.
  • Aspetuck Financial Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • Aspetuck Financial Management's Amazon position peaked at $3.69M in Q2 2026.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Aspetuck Financial Management's 13F filing for Q3 2026, filed 4 Nov 2026.