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Compass Financial Group (Florida)’s Amazon AMZN Stock Holding History

Compass Financial Group (Florida)’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 		$265K Buy
+1,113
New +$279K 0.11% 49
2026
Q1 		– Sell
-904
Closed -$209K – 48
2025
Q4 		$209K Buy
+904
New +$207K 0.09% 48
2025
Q3 		– Sell
-913
Closed -$200K – 47
2025
Q2 		$200K Buy
+913
New +$181K 0.1% 39
2025
Q1 		– Sell
-913
Closed -$200K – 38
2024
Q4 		$200K Buy
+913
New +$187K 0.1% 40

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

Compass Financial Group (Florida)'s AMZN Position: Q2 2026 in Review

Compass Financial Group (Florida) opened a new position in Amazon (AMZN) in Q2 2026: 1,113 shares worth $265K. The stake represents 0.11% of the portfolio and ranks #49 among its holdings. This is a return to the name: Compass Financial Group (Florida) previously reported a position in AMZN as recently as Q4 2025.

Compass Financial Group (Florida) first reported a position in AMZN in Q4 2024 and has held it in 4 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Compass Financial Group (Florida) held 1,113 shares of Amazon worth $265K as of Q2 2026.
  • Amazon was a new Compass Financial Group (Florida) position in Q2 2026.
  • Amazon made up 0.11% of Compass Financial Group (Florida)'s portfolio in Q2 2026, its #49 holding.
  • Compass Financial Group (Florida) first reported a position in Amazon in Q4 2024 and has held it in 4 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Compass Financial Group (Florida)'s 13F filing for Q2 2026, filed 4 Aug 2026.