Compass Financial Management
AMZN icon

Compass Financial Management’s Amazon AMZN Stock Holding History

Compass Financial Management’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
Q3 		$11.6M Buy
46,392
+1,979
+4% +$503K 1.25% 12
2026
Q2 		$11.6M Buy
+44,413
New +$11.1M 1.4% 8

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Compass Financial Management's AMZN Position: Q3 2026 in Review

Compass Financial Management increased its Amazon (AMZN) stake by 4.5% in Q3 2026, buying an estimated $503K and bringing the position to 46,392 shares worth $11.6M. The position accounts for 1.25% of the portfolio, ranked #12.

Compass Financial Management first reported a position in AMZN in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.6M in Q2 2026. 4,838 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Compass Financial Management held 46,392 shares of Amazon worth $11.6M as of Q3 2026.
  • Compass Financial Management bought 1,979 Amazon shares in Q3 2026, an estimated $503K.
  • Amazon made up 1.25% of Compass Financial Management's portfolio in Q3 2026, its #12 holding.
  • Compass Financial Management first reported a position in Amazon in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Amazon position peaked at $11.6M in Q2 2026.
  • 4,838 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.