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Curran Financial Partners’s Amazon AMZN Stock Holding History

Curran Financial Partners’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 		$2.39M Buy
10,025
+82
+0.8% +$20.6K 0.36% 48
2026
Q1 		$2.07M Buy
9,943
+2,264
+29% +$498K 0.37% 43
2025
Q4 		$1.77M Sell
7,679
-1,221
-14% -$279K 0.34% 48
2025
Q3 		$1.95M Sell
8,900
-202
-2% -$45.7K 0.39% 48
2025
Q2 		$2M Buy
9,102
+1,309
+17% +$259K 0.44% 48
2025
Q1 		$1.48M Buy
7,793
+824
+12% +$179K 0.36% 41
2024
Q4 		$1.53M Buy
6,969
+665
+11% +$136K 0.4% 44
2024
Q3 		$1.17M Sell
6,304
-97
-2% -$17.7K 0.33% 48
2024
Q2 		$1.24M Buy
6,401
+48
+0.8% +$8.82K 0.41% 44
2024
Q1 		$1.15M Sell
6,353
-67
-1% -$11.2K 0.4% 46
2023
Q4 		$1.01M Buy
6,420
+73
+1% +$10.2K 0.39% 44
2023
Q3 		$807K Buy
6,347
+736
+13% +$98.6K 0.35% 45
2023
Q2 		$731K Buy
5,611
+39
+0.7% +$4.45K 0.32% 50
2023
Q1 		$576K Buy
5,572
+103
+2% +$9.95K 0.27% 45
2022
Q4 		$459K Sell
5,469
-222
-4% -$21.9K 0.22% 49
2022
Q3 		$643K Buy
5,691
+231
+4% +$29.2K 0.33% 39
2022
Q2 		$580K Buy
5,460
+840
+18% +$105K 0.27% 42
2022
Q1 		$753K Buy
4,620
+800
+21% +$124K 0.31% 49
2021
Q4 		$637K Sell
3,820
-180
-5% -$30.8K 0.27% 46
2021
Q3 		$654K Buy
4,000
+200
+5% +$34.5K 0.33% 40
2021
Q2 		$654K Sell
3,800
-100
-3% -$16.6K 0.36% 39
2021
Q1 		$603K Buy
3,900
+880
+29% +$139K 0.43% 35
2020
Q4 		$492K Buy
+3,020
New +$482K 0.42% 36

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

Curran Financial Partners's AMZN Position: Q2 2026 in Review

Curran Financial Partners increased its Amazon (AMZN) stake by 0.82% in Q2 2026, buying an estimated $20.6K and bringing the position to 10,025 shares worth $2.39M. The position accounts for 0.36% of the portfolio, ranked #48.

Curran Financial Partners first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Curran Financial Partners held 10,025 shares of Amazon worth $2.39M as of Q2 2026.
  • Curran Financial Partners bought 82 Amazon shares in Q2 2026, an estimated $20.6K.
  • Amazon made up 0.36% of Curran Financial Partners's portfolio in Q2 2026, its #48 holding.
  • Curran Financial Partners first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.