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Fiduciary Alliance’s Amazon AMZN Stock Holding History

Fiduciary Alliance’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 		$26.8M Sell
112,504
-41,176
-27% -$10.3M 1.81% 8
2026
Q1 		$38.2M Sell
153,680
-6,325
-4% -$1.39M 2.3% 4
2025
Q4 		$36.9M Buy
160,005
+8,352
+6% +$1.91M 2.41% 6
2025
Q3 		$33.3M Buy
151,653
+2,722
+2% +$616K 2.23% 6
2025
Q2 		$32.7M Buy
148,931
+11,733
+9% +$2.32M 2.44% 6
2025
Q1 		$26.1M Buy
137,198
+8,108
+6% +$1.76M 2.57% 6
2024
Q4 		$28.3M Buy
129,090
+34,281
+36% +$7.01M 2.86% 5
2024
Q3 		$17.7M Buy
94,809
+19,313
+26% +$3.52M 2.34% 7
2024
Q2 		$15.1M Buy
75,496
+10,998
+17% +$2.02M 2.45% 9
2024
Q1 		$11.7M Sell
64,498
-511
-0.8% -$85.3K 2.06% 10
2023
Q4 		$9.88M Buy
65,009
+6,249
+11% +$876K 1.95% 11
2023
Q3 		$7.47M Buy
58,760
+2,821
+5% +$378K 1.73% 15
2023
Q2 		$7.29M Buy
55,939
+489
+0.9% +$55.8K 1.57% 19
2023
Q1 		$5.73M Buy
55,450
+2,502
+5% +$242K 1.44% 24
2022
Q4 		$4.45M Buy
+52,948
New +$5.23M 1.15% 25

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

Fiduciary Alliance's AMZN Position: Q2 2026 in Review

Fiduciary Alliance reduced its Amazon (AMZN) stake by 27% in Q2 2026, selling an estimated $10.3M and leaving 112,504 shares worth $26.8M. The position accounts for 1.81% of the portfolio, ranked #8.

Fiduciary Alliance first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.2M in Q1 2026. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fiduciary Alliance held 112,504 shares of Amazon worth $26.8M as of Q2 2026.
  • Fiduciary Alliance sold 41,176 Amazon shares in Q2 2026, an estimated $10.3M.
  • Amazon made up 1.81% of Fiduciary Alliance's portfolio in Q2 2026, its #8 holding.
  • Fiduciary Alliance first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Amazon position peaked at $38.2M in Q1 2026.
  • 6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.