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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
Q2 		– Sell
-900
Closed -$171K – 632
2025
Q1 		$171K Hold
900
– – 0.01% 688
2024
Q4 		$197K Hold
900
– – 0.01% 698
2024
Q3 		$168K Hold
900
– – 0.01% 722
2024
Q2 		$174K Sell
900
-100
-10% -$18.4K 0.01% 681
2024
Q1 		$180K Buy
+1,000
New +$167K 0.01% 725
2023
Q2 		– Sell
-132,612
Closed -$13.7M – 698
2023
Q1 		$13.7M Buy
+132,612
New +$12.8M 0.98% 16
2020
Q3 		– Sell
-132,140
Closed -$18.2M – 629
2020
Q2 		$18.2M Buy
+132,140
New +$16M 1.73% 7

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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $717B AUM 35.42% 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. 5,576 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.
  • 5,576 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.