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Comprehensive Financial Consultants Institutional’s Amazon AMZN Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$3.88M Sell
16,275
-270
-2% -$67.8K 1.03% 31
2026
Q1 		$3.45M Buy
16,545
+624
+4% +$137K 1.02% 31
2025
Q4 		$3.67M Buy
15,921
+33
+0.2% +$7.55K 1.11% 30
2025
Q3 		$3.49M Buy
15,888
+933
+6% +$211K 1.08% 28
2025
Q2 		$3.28M Sell
14,955
-628
-4% -$124K 1.08% 29
2025
Q1 		$2.96M Buy
15,583
+37
+0.2% +$8.03K 1.05% 31
2024
Q4 		$3.41M Sell
15,546
-59
-0.4% -$12.1K 1.24% 27
2024
Q3 		$2.91M Buy
15,605
+1,238
+9% +$226K 1.06% 32
2024
Q2 		$2.78M Sell
14,367
-512
-3% -$94.1K 1.09% 30
2024
Q1 		$2.68M Buy
14,879
+798
+6% +$133K 1.11% 30
2023
Q4 		$2.14M Buy
14,081
+809
+6% +$113K 0.99% 32
2023
Q3 		$1.69M Buy
13,272
+1,384
+12% +$185K 0.89% 37
2023
Q2 		$1.59M Buy
11,888
+430
+4% +$49.1K 0.84% 38
2023
Q1 		$1.18M Buy
11,458
+1,270
+12% +$123K 0.67% 57
2022
Q4 		$971K Buy
10,188
+537
+6% +$53K 0.59% 64
2022
Q3 		$1.1M Buy
9,651
+403
+4% +$50.9K 0.72% 47
2022
Q2 		$1.01M Buy
9,248
+528
+6% +$66.1K 0.72% 48
2022
Q1 		$1M Buy
8,720
+1,540
+21% +$238K 0.7% 49
2021
Q4 		$1.1M Buy
+7,180
New +$1.23M 0.71% 42

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

Comprehensive Financial Consultants Institutional's AMZN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Amazon (AMZN) stake by 1.6% in Q2 2026, selling an estimated $67.8K and leaving 16,275 shares worth $3.88M. The position accounts for 1.03% of the portfolio, ranked #31.

Comprehensive Financial Consultants Institutional first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 16,275 shares of Amazon worth $3.88M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 270 Amazon shares in Q2 2026, an estimated $67.8K.
  • Amazon made up 1.03% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #31 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.