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Colton Groome Financial Advisors’s Amazon AMZN Stock Holding History

Colton Groome Financial Advisors’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 		$1.57M Buy
6,597
+143
+2% +$35.9K 0.38% 50
2026
Q1 		$1.34M Buy
6,454
+23
+0.4% +$5.06K 0.38% 48
2025
Q4 		$1.48M Buy
6,431
+832
+15% +$190K 0.43% 45
2025
Q3 		$1.23M Buy
5,599
+296
+6% +$67K 0.38% 48
2025
Q2 		$1.16M Buy
5,303
+358
+7% +$70.8K 0.39% 47
2025
Q1 		$912K Buy
4,945
+115
+2% +$25K 0.35% 47
2024
Q4 		$1.06M Buy
4,830
+489
+11% +$100K 0.41% 46
2024
Q3 		$809K Sell
4,341
-130
-3% -$23.7K 0.3% 50
2024
Q2 		$864K Sell
4,471
-100
-2% -$18.4K 0.34% 48
2024
Q1 		$825K Sell
4,571
-126
-3% -$21K 0.33% 47
2023
Q4 		$714K Buy
4,697
+475
+11% +$66.6K 0.31% 53
2023
Q3 		$537K Buy
4,222
+40
+1% +$5.36K 0.27% 66
2023
Q2 		$545K Sell
4,182
-2,490
-37% -$284K 0.26% 71
2023
Q1 		$689K Buy
6,672
+142
+2% +$13.7K 0.33% 61
2022
Q4 		$549K Sell
6,530
-310
-5% -$30.6K 0.27% 65
2022
Q3 		$773K Buy
6,840
+2,660
+64% +$336K 0.39% 48
2022
Q2 		$444K Buy
4,180
+320
+8% +$40K 0.22% 56
2022
Q1 		$629K Buy
3,860
+700
+22% +$108K 0.29% 51
2021
Q4 		$527K Buy
3,160
+160
+5% +$27.4K 0.21% 72
2021
Q3 		$493K Buy
+3,000
New +$517K 0.21% 68

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

Colton Groome Financial Advisors's AMZN Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $35.9K and bringing the position to 6,597 shares worth $1.57M. The position accounts for 0.38% of the portfolio, ranked #50.

Colton Groome Financial Advisors first reported a position in AMZN in Q3 2021 and has held it in 20 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Colton Groome Financial Advisors held 6,597 shares of Amazon worth $1.57M as of Q2 2026.
  • Colton Groome Financial Advisors bought 143 Amazon shares in Q2 2026, an estimated $35.9K.
  • Amazon made up 0.38% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Colton Groome Financial Advisors first reported a position in Amazon in Q3 2021 and has held it in 20 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.