CFG
AMZN icon

Carter Financial Group’s Amazon AMZN Stock Holding History

Carter Financial Group’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 		$1.84M Buy
7,729
+53
+0.7% +$13.3K 0.95% 22
2026
Q1 		$1.6M Buy
7,676
+579
+8% +$127K 0.99% 28
2025
Q4 		$1.64M Sell
7,097
-832
-10% -$190K 0.97% 25
2025
Q3 		$1.74M Sell
7,929
-1,154
-13% -$261K 1.05% 23
2025
Q2 		$1.99M Buy
+9,083
New +$1.8M 1.3% 17
2022
Q1 		$509K Buy
+3,120
New +$482K 0.68% 20

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Carter Financial Group's AMZN Position: Q2 2026 in Review

Carter Financial Group increased its Amazon (AMZN) stake by 0.69% in Q2 2026, buying an estimated $13.3K and bringing the position to 7,729 shares worth $1.84M. The position accounts for 0.95% of the portfolio, ranked #22.

Carter Financial Group first reported a position in AMZN in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.99M in Q2 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Carter Financial Group held 7,729 shares of Amazon worth $1.84M as of Q2 2026.
  • Carter Financial Group bought 53 Amazon shares in Q2 2026, an estimated $13.3K.
  • Amazon made up 0.95% of Carter Financial Group's portfolio in Q2 2026, its #22 holding.
  • Carter Financial Group first reported a position in Amazon in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Amazon position peaked at $1.99M in Q2 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.