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Fi3 Financial Advisors’s Amazon AMZN Stock Holding History

Fi3 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 		$326K Sell
4,471
-20,747
-82% -$5.21M 0.08% 141
2026
Q1 		$5.25M Buy
25,218
+5,273
+26% +$1.16M 1.52% 13
2025
Q4 		$4.6M Buy
19,945
+2,424
+14% +$555K 1.41% 15
2025
Q3 		$3.85M Sell
17,521
-561
-3% -$127K 1.3% 15
2025
Q2 		$3.97M Buy
18,082
+464
+3% +$91.8K 1.43% 14
2025
Q1 		$3.35M Sell
17,618
-1,003
-5% -$218K 1.36% 16
2024
Q4 		$4.09M Buy
18,621
+676
+4% +$138K 1.53% 17
2024
Q3 		$3.34M Buy
17,945
+2,001
+13% +$365K 1.33% 15
2024
Q2 		$3.08M Buy
15,944
+53
+0.3% +$9.74K 1.36% 15
2024
Q1 		$2.96M Buy
15,891
+2,917
+22% +$487K 1.36% 14
2023
Q4 		$1.97M Sell
12,974
-274
-2% -$38.4K 0.94% 16
2023
Q3 		$1.68M Buy
13,248
+1,130
+9% +$151K 0.91% 15
2023
Q2 		$1.58M Buy
12,118
+666
+6% +$76.1K 0.83% 16
2023
Q1 		$1.18M Sell
11,452
-734
-6% -$70.9K 0.63% 20
2022
Q4 		$1.02M Buy
12,186
+443
+4% +$43.8K 0.59% 23
2022
Q3 		$1.33M Buy
11,743
+934
+9% +$118K 1.21% 13
2022
Q2 		$1.19M Buy
10,809
+29
+0.3% +$3.63K 0.99% 21
2022
Q1 		$1.76M Buy
10,780
+1,080
+11% +$167K 1.37% 13
2021
Q4 		$1.62M Buy
9,700
+720
+8% +$123K 1.06% 16
2021
Q3 		$1.48M Sell
8,980
-80
-0.9% -$13.8K 0.98% 15
2021
Q2 		$1.52M Buy
9,060
+1,780
+24% +$296K 1.05% 15
2021
Q1 		$1.13M Buy
+7,280
New +$1.15M 0.97% 16

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

Fi3 Financial Advisors's AMZN Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Amazon (AMZN) stake by 82% in Q2 2026, selling an estimated $5.21M and leaving 4,471 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #141.

Fi3 Financial Advisors first reported a position in AMZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.25M in Q1 2026. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fi3 Financial Advisors held 4,471 shares of Amazon worth $326K as of Q2 2026.
  • Fi3 Financial Advisors sold 20,747 Amazon shares in Q2 2026, an estimated $5.21M.
  • Amazon made up 0.08% of Fi3 Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Fi3 Financial Advisors first reported a position in Amazon in Q1 2021 and has held it in 22 quarters since.
  • Fi3 Financial Advisors's Amazon position peaked at $5.25M in Q1 2026.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.