CF
AMZN icon

Convergence Financial’s Amazon AMZN Stock Holding History

Convergence Financial’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 		$15M Buy
63,086
+31,742
+101% +$7.97M 1.2% 24
2026
Q1 		$6.54M Sell
31,344
-433
-1% -$95.3K 0.69% 30
2025
Q4 		$7.33M Buy
31,777
+237
+0.8% +$54.2K 1.07% 26
2025
Q3 		$6.93M Sell
31,540
-1,155
-4% -$261K 1.04% 29
2025
Q2 		$7.17M Buy
32,695
+3,443
+12% +$681K 1.23% 24
2025
Q1 		$5.57M Sell
29,252
-113
-0.4% -$24.5K 1.09% 22
2024
Q4 		$6.44M Buy
29,365
+156
+0.5% +$31.9K 1.29% 21
2024
Q3 		$5.44M Buy
29,209
+1,063
+4% +$194K 1.16% 21
2024
Q2 		$5.44M Buy
28,146
+24,071
+591% +$4.42M 1.44% 19
2024
Q1 		$735K Buy
4,075
+784
+24% +$131K 0.3% 25
2023
Q4 		$500K Buy
3,291
+56
+2% +$7.85K 0.22% 25
2023
Q3 		$411K Hold
3,235
– – 0.24% 21
2023
Q2 		$422K Buy
3,235
+550
+20% +$62.8K 0.26% 23
2023
Q1 		$277K Buy
2,685
+231
+9% +$22.3K 0.2% 25
2022
Q4 		$206K Buy
+2,454
New +$242K 0.18% 26

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

Convergence Financial's AMZN Position: Q2 2026 in Review

Convergence Financial increased its Amazon (AMZN) stake by 101% in Q2 2026, buying an estimated $7.97M and bringing the position to 63,086 shares worth $15M. The position accounts for 1.2% of the portfolio, ranked #24.

Convergence Financial first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Convergence Financial held 63,086 shares of Amazon worth $15M as of Q2 2026.
  • Convergence Financial bought 31,742 Amazon shares in Q2 2026, an estimated $7.97M.
  • Amazon made up 1.2% of Convergence Financial's portfolio in Q2 2026, its #24 holding.
  • Convergence Financial first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.