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COMPASS FINANCIAL MANAGEMENT LLC’s Amazon AMZN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$11.6M Buy
+44,413
New +$11.1M 1.4% 8

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AMZN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Amazon (AMZN) in Q2 2026: 44,413 shares worth $11.6M. The stake represents 1.4% of the portfolio and ranks #8 among its holdings.

4,798 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 44,413 shares of Amazon worth $11.6M as of Q2 2026.
  • Amazon was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Amazon made up 1.4% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #8 holding.
  • 4,798 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.