CFG Wealth Management Services’s Amazon AMZN Stock Holding History

CFG Wealth Management 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	–	Sell	-120	Closed	-$25K	–	83
2026 Q1	$25K	Hold	120	–	–	0.02%	110
2025 Q4	$27.7K	Buy	+120	New	+$27.5K	0.03%	116

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

CFG Wealth Management Services's AMZN Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Amazon (AMZN) in Q2 2026, closing a stake of 120 shares — an estimated $25K sold.

CFG Wealth Management Services first reported a position in AMZN in Q4 2025 and held it in 2 quarters. The position peaked at $27.7K in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CFG Wealth Management Services reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
CFG Wealth Management Services sold 120 Amazon shares in Q2 2026, an estimated $25K.
CFG Wealth Management Services first reported a position in Amazon in Q4 2025 and held it in 2 quarters.
CFG Wealth Management Services's Amazon position peaked at $27.7K in Q4 2025.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.