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CDM Financial Counseling Services’s Amazon AMZN Stock Holding History

CDM Financial Counseling Services’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 		$1.52M Sell
6,359
-287
-4% -$72K 1.31% 24
2026
Q1 		$1.39M Buy
6,646
+559
+9% +$123K 1.33% 22
2025
Q4 		$1.41M Buy
+6,087
New +$1.39M 1.32% 21

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

CDM Financial Counseling Services's AMZN Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Amazon (AMZN) stake by 4.3% in Q2 2026, selling an estimated $72K and leaving 6,359 shares worth $1.52M. The position accounts for 1.31% of the portfolio, ranked #24.

CDM Financial Counseling Services first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CDM Financial Counseling Services held 6,359 shares of Amazon worth $1.52M as of Q2 2026.
  • CDM Financial Counseling Services sold 287 Amazon shares in Q2 2026, an estimated $72K.
  • Amazon made up 1.31% of CDM Financial Counseling Services's portfolio in Q2 2026, its #24 holding.
  • CDM Financial Counseling Services first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.