Cassilly Financial Group’s Amazon AMZN Stock Holding History

Cassilly 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	$324K	Buy	1,360 +353	+35%	+$88.6K	0.24%	59
2026 Q1	$210K	Buy	1,007 +29	+3%	+$6.38K	0.18%	62
2025 Q4	$226K	Buy	+978	New	+$224K	0.2%	59

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

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

Cassilly Financial Group increased its Amazon (AMZN) stake by 35% in Q2 2026, buying an estimated $88.6K and bringing the position to 1,360 shares worth $324K. The position accounts for 0.24% of the portfolio, ranked #59.

Cassilly Financial Group first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Cassilly Financial Group held 1,360 shares of Amazon worth $324K as of Q2 2026.
Cassilly Financial Group bought 353 Amazon shares in Q2 2026, an estimated $88.6K.
Amazon made up 0.24% of Cassilly Financial Group's portfolio in Q2 2026, its #59 holding.
Cassilly Financial Group first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.