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Elm3 Financial Group’s Amazon AMZN Stock Holding History

Elm3 Financial Group’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 		$8.79M Buy
36,886
+169
+0.5% +$42.4K 6.02% 1
2026
Q1 		$7.65M Sell
36,717
-158
-0.4% -$34.8K 6.46% 1
2025
Q4 		$8.51M Sell
36,875
-935
-2% -$214K 7.06% 1
2025
Q3 		$8.3M Sell
37,810
-756
-2% -$171K 6.81% 2
2025
Q2 		$8.46M Sell
38,566
-1,209
-3% -$239K 7.04% 1
2025
Q1 		$7.57M Buy
39,775
+18,976
+91% +$4.12M 6.65% 2
2024
Q4 		$4.56M Buy
+20,799
New +$4.26M 3.89% 7

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

Elm3 Financial Group's AMZN Position: Q2 2026 in Review

Elm3 Financial Group increased its Amazon (AMZN) stake by 0.46% in Q2 2026, buying an estimated $42.4K and bringing the position to 36,886 shares worth $8.79M. The position accounts for 6.02% of the portfolio, ranked #1.

Elm3 Financial Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Elm3 Financial Group held 36,886 shares of Amazon worth $8.79M as of Q2 2026.
  • Elm3 Financial Group bought 169 Amazon shares in Q2 2026, an estimated $42.4K.
  • Amazon made up 6.02% of Elm3 Financial Group's portfolio in Q2 2026, its #1 holding.
  • Elm3 Financial Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.