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Axiom Financial Strategies’s Amazon AMZN Stock Holding History

Axiom Financial Strategies’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 		$416K Buy
1,747
+318
+22% +$79.8K 0.13% 22
2026
Q1 		$298K Buy
1,429
+192
+16% +$42.3K 0.1% 25
2025
Q4 		$286K Hold
1,237
– – 0.12% 42
2025
Q3 		$272K Buy
1,237
+103
+9% +$23.3K 0.12% 44
2025
Q2 		$249K Buy
+1,134
New +$224K 0.14% 34
2023
Q2 		– Sell
-2,080
Closed -$215K – 35
2023
Q1 		$215K Buy
+2,080
New +$201K 0.12% 35
2022
Q4 		– Sell
-9,733
Closed -$1.1M – 40
2022
Q3 		$1.1M Buy
9,733
+493
+5% +$62.3K 0.58% 27
2022
Q2 		$981K Sell
9,240
-120
-1% -$15K 0.52% 30
2022
Q1 		$1.12M Buy
9,360
+300
+3% +$46.4K 0.56% 31
2021
Q4 		$1.51M Sell
9,060
-80
-0.9% -$13.7K 0.69% 25
2021
Q3 		$1.5M Sell
9,140
-1,900
-17% -$328K 0.71% 27
2021
Q2 		$1.9M Buy
11,040
+360
+3% +$59.8K 0.88% 21
2021
Q1 		$1.65M Buy
10,680
+2,300
+27% +$365K 0.81% 21
2020
Q4 		$1.32M Hold
8,380
– – 0.79% 24
2020
Q3 		$1.32M Buy
8,380
+300
+4% +$47.3K 0.79% 24
2020
Q2 		$1.11M Sell
8,080
-80
-1% -$9.66K 0.73% 25
2020
Q1 		$795K Buy
+8,160
New +$790K 0.64% 26

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

Axiom Financial Strategies's AMZN Position: Q2 2026 in Review

Axiom Financial Strategies increased its Amazon (AMZN) stake by 22% in Q2 2026, buying an estimated $79.8K and bringing the position to 1,747 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #22.

Axiom Financial Strategies first reported a position in AMZN in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.9M in Q2 2021. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Axiom Financial Strategies held 1,747 shares of Amazon worth $416K as of Q2 2026.
  • Axiom Financial Strategies bought 318 Amazon shares in Q2 2026, an estimated $79.8K.
  • Amazon made up 0.13% of Axiom Financial Strategies's portfolio in Q2 2026, its #22 holding.
  • Axiom Financial Strategies first reported a position in Amazon in Q1 2020 and has held it in 17 quarters since.
  • Axiom Financial Strategies's Amazon position peaked at $1.9M in Q2 2021.
  • 6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.