FAIM
AMZN icon

Financial Advocates Investment Management’s Amazon AMZN Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$1.4M Sell
6,391
-50,834
-89% -$11.5M 0.79% 38
2025
Q2 		$12.6M Sell
57,225
-61,053
-52% -$12.1M 1.02% 21
2025
Q1 		$22.5M Sell
118,278
-9,632
-8% -$2.09M 1.58% 6
2024
Q4 		$28.1M Sell
127,910
-3,106
-2% -$635K 1.6% 7
2024
Q3 		$24.4M Buy
131,016
+3,454
+3% +$630K 1.38% 8
2024
Q2 		$24.7M Sell
127,562
-1,718
-1% -$316K 1.53% 7
2024
Q1 		$23.3M Sell
129,280
-213
-0.2% -$35.6K 1.35% 8
2023
Q4 		$19.7M Sell
129,493
-6,041
-4% -$847K 1.29% 10
2023
Q3 		$17.2M Buy
135,534
+4,026
+3% +$539K 1.24% 9
2023
Q2 		$17.1M Buy
+131,508
New +$15M 1.22% 9
2023
Q1 		– Sell
-132,684
Closed -$12.8M – 749
2022
Q4 		$11.1M Buy
132,684
+19,676
+17% +$1.94M 0.83% 19
2022
Q3 		$12.6M Sell
113,008
-17,834
-14% -$2.25M 1.04% 11
2022
Q2 		$13.9M Buy
130,842
+9,342
+8% +$1.17M 1.13% 11
2022
Q1 		$19.8M Sell
121,500
-340
-0.3% -$52.5K 1.3% 8
2021
Q4 		$20.3M Sell
121,840
-5,420
-4% -$928K 1.28% 7
2021
Q3 		$20.9M Sell
127,260
-18,160
-12% -$3.13M 1.41% 6
2021
Q2 		$25M Buy
145,420
+360
+0.2% +$59.8K 1.67% 6
2021
Q1 		$21M Buy
145,060
+420
+0.3% +$66.6K 1.49% 6
2020
Q4 		$23.6M Buy
144,640
+26,900
+23% +$4.29M 1.61% 7
2020
Q3 		$18.5M Buy
+117,740
New +$18.6M 1.58% 10
2020
Q2 		– Sell
-107,040
Closed -$12.9M – 609
2020
Q1 		$9.32M Buy
107,040
+7,020
+7% +$679K 1.33% 9
2019
Q4 		$9.27M Sell
100,020
-25,140
-20% -$2.23M 0.99% 15
2019
Q3 		$10.9M Buy
125,160
+1,100
+0.9% +$102K 1.24% 13
2019
Q2 		$11.7M Sell
124,060
-2,980
-2% -$278K 1.36% 9
2019
Q1 		$11.3M Sell
127,040
-1,000
-0.8% -$83.2K 1.41% 10
2018
Q4 		$9.62M Buy
128,040
+1,700
+1% +$141K 1.31% 13
2018
Q3 		$12.7M Buy
126,340
+5,260
+4% +$495K 1.41% 12
2018
Q2 		$10M Buy
121,080
+4,620
+4% +$367K 1.22% 15
2018
Q1 		$8.14M Buy
116,460
+14,700
+14% +$1.05M 1.06% 20
2017
Q4 		$5.71M Buy
+101,760
New +$5.6M 0.78% 27

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advocates Investment Management's AMZN Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Amazon (AMZN) stake by 89% in Q3 2025, selling an estimated $11.5M and leaving 6,391 shares worth $1.4M. The position accounts for 0.79% of the portfolio, ranked #38.

Financial Advocates Investment Management first reported a position in AMZN in Q4 2017 and has held it in 30 quarters since. The position peaked at $28.1M in Q4 2024. 5,575 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Financial Advocates Investment Management held 6,391 shares of Amazon worth $1.4M as of Q3 2025.
  • Financial Advocates Investment Management sold 50,834 Amazon shares in Q3 2025, an estimated $11.5M.
  • Amazon made up 0.79% of Financial Advocates Investment Management's portfolio in Q3 2025, its #38 holding.
  • Financial Advocates Investment Management first reported a position in Amazon in Q4 2017 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's Amazon position peaked at $28.1M in Q4 2024.
  • 5,575 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.