Financial Alternatives’s Amazon AMZN Stock Holding History

Financial Alternatives’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	$238K	Hold	1,000	–	–	0.12%	73
2026 Q1	$208K	Sell	1,000 -322	-24%	-$70.9K	0.11%	75
2025 Q4	$305K	Sell	1,322 -951	-42%	-$218K	0.18%	67
2025 Q3	$499K	Sell	2,273 -59	-3%	-$13.4K	0.3%	48
2025 Q2	$512K	Buy	2,332 +8	+0.3%	+$1.58K	0.33%	46
2025 Q1	$442K	Hold	2,324	–	–	0.32%	48
2024 Q4	$510K	Sell	2,324 -25	-1%	-$5.12K	0.36%	45
2024 Q3	$438K	Sell	2,349 -915	-28%	-$167K	0.31%	50
2024 Q2	$631K	Buy	3,264 +144	+5%	+$26.5K	0.47%	36
2024 Q1	$563K	Hold	3,120	–	–	0.44%	38
2023 Q4	$474K	Hold	3,120	–	–	0.4%	44
2023 Q3	$397K	Hold	3,120	–	–	0.37%	44
2023 Q2	$407K	Buy	3,120 +940	+43%	+$107K	0.37%	47
2023 Q1	$225K	Buy	+2,180	New	+$211K	0.22%	72

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Alternatives's AMZN Position: Q2 2026 in Review

Financial Alternatives held its Amazon (AMZN) position steady in Q2 2026 at 1,000 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #73.

Financial Alternatives first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $631K in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Financial Alternatives held 1,000 shares of Amazon worth $238K as of Q2 2026.
Financial Alternatives left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.12% of Financial Alternatives's portfolio in Q2 2026, its #73 holding.
Financial Alternatives first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
Financial Alternatives's Amazon position peaked at $631K in Q2 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.