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Concurrent Investment Advisors’s Amazon AMZN Stock Holding History

Concurrent Investment 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 		$405K Buy
1,700
+1,500
+750% +$377K ﹤0.01% 1523
2026
Q1 		$41.7K Buy
+200
New +$44K ﹤0.01% 1879
2025
Q3 		– Sell
-200
Closed -$43.9K – 1502
2025
Q2 		$43.9K Buy
+200
New +$39.6K ﹤0.01% 1353
2025
Q1 		– Sell
-1,100
Closed -$241K – 1240
2024
Q4 		$241K Buy
1,100
+1,000
+1,000% +$205K 0.01% 919
2024
Q3 		$18.6K Hold
100
– – ﹤0.01% 1060
2024
Q2 		$19.3K Hold
100
– – ﹤0.01% 959
2024
Q1 		$18K Buy
+100
New +$16.7K ﹤0.01% 898

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

Concurrent Investment Advisors's AMZN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Amazon (AMZN) stake by 9.8% in Q2 2026, buying an estimated $16.2M and bringing the position to 720,984 shares worth $172M. The position accounts for 1.46% of the portfolio, ranked #6.

Concurrent Investment Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,141 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Concurrent Investment Advisors held 720,984 shares of Amazon worth $172M as of Q2 2026.
  • Concurrent Investment Advisors bought 64,568 Amazon shares in Q2 2026, an estimated $16.2M.
  • Amazon made up 1.46% of Concurrent Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Concurrent Investment Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,141 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.