CVFG LLC’s Amazon AMZN Stock Holding History

CVFG LLC’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	$13.6M	Sell	57,105 -1,908	-3%	-$479K	1.43%	15
2026 Q1	$12.3M	Buy	59,013 +48,833	+480%	+$10.8M	1.53%	10
2025 Q4	$2.35M	Buy	10,180 +584	+6%	+$134K	1.61%	20
2025 Q3	$2.11M	Sell	9,596 -190	-2%	-$43K	1.52%	20
2025 Q2	$2.15M	Buy	9,786 +622	+7%	+$123K	1.7%	19
2025 Q1	$1.74M	Buy	9,164 +55	+0.6%	+$11.9K	1.59%	21
2024 Q4	$2M	Buy	+9,109	New	+$1.86M	1.82%	18

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CVFG LLC's AMZN Position: Q2 2026 in Review

CVFG LLC reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $479K and leaving 57,105 shares worth $13.6M. The position accounts for 1.43% of the portfolio, ranked #15.

CVFG LLC first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CVFG LLC held 57,105 shares of Amazon worth $13.6M as of Q2 2026.
CVFG LLC sold 1,908 Amazon shares in Q2 2026, an estimated $479K.
Amazon made up 1.43% of CVFG LLC's portfolio in Q2 2026, its #15 holding.
CVFG LLC first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.