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DHJJ Financial Advisors’s Amazon AMZN Stock Holding History

DHJJ Financial 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 		$853K Buy
3,580
+65
+2% +$16.3K 0.25% 77
2026
Q1 		$732K Sell
3,515
-100
-3% -$22K 0.24% 77
2025
Q4 		$834K Sell
3,615
-34
-0.9% -$7.78K 0.28% 70
2025
Q3 		$801K Sell
3,649
-107
-3% -$24.2K 0.27% 68
2025
Q2 		$824K Buy
3,756
+460
+14% +$91K 0.3% 65
2025
Q1 		$627K Buy
3,296
+2
+0.1% +$434 0.25% 75
2024
Q4 		$723K Hold
3,294
– – 0.28% 69
2024
Q3 		$614K Sell
3,294
-1
-0% -$182 0.24% 78
2024
Q2 		$637K Sell
3,295
-14
-0.4% -$2.57K 0.27% 73
2024
Q1 		$597K Sell
3,309
-5
-0.2% -$835 0.26% 72
2023
Q4 		$504K Sell
3,314
-6
-0.2% -$841 0.24% 75
2023
Q3 		$422K Sell
3,320
-100
-3% -$13.4K 0.21% 82
2023
Q2 		$446K Sell
3,420
-82
-2% -$9.36K 0.23% 86
2023
Q1 		$359K Sell
3,502
-4
-0.1% -$386 0.19% 97
2022
Q4 		$295K Sell
3,506
-1,489
-30% -$147K 0.17% 107
2022
Q3 		$565K Buy
4,995
+16
+0.3% +$2.02K 0.33% 67
2022
Q2 		$529K Buy
4,979
+19
+0.4% +$2.38K 0.3% 70
2022
Q1 		$811K Hold
4,960
– – 0.39% 54
2021
Q4 		$830K Buy
4,960
+660
+15% +$113K 0.39% 53
2021
Q3 		$703K Buy
4,300
+80
+2% +$13.8K 0.36% 57
2021
Q2 		$726K Sell
4,220
-60
-1% -$9.97K 0.38% 52
2021
Q1 		$662K Buy
4,280
+20
+0.5% +$3.17K 0.38% 50
2020
Q4 		$694K Buy
+4,260
New +$680K 0.44% 48

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

DHJJ Financial Advisors's AMZN Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 3,580 shares worth $853K. The position accounts for 0.25% of the portfolio, ranked #77.

DHJJ Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • DHJJ Financial Advisors held 3,580 shares of Amazon worth $853K as of Q2 2026.
  • DHJJ Financial Advisors bought 65 Amazon shares in Q2 2026, an estimated $16.3K.
  • Amazon made up 0.25% of DHJJ Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • DHJJ Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.