FCU
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Financial Concepts Unlimited’s Amazon AMZN Stock Holding History

Financial Concepts Unlimited’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 		$778K Sell
3,263
-568
-15% -$143K 0.61% 17
2026
Q1 		$798K Buy
+3,831
New +$843K 0.72% 18

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

Financial Concepts Unlimited's AMZN Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $143K and leaving 3,263 shares worth $778K. The position accounts for 0.61% of the portfolio, ranked #17.

Financial Concepts Unlimited first reported a position in AMZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $798K in Q1 2026. 6,099 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Concepts Unlimited held 3,263 shares of Amazon worth $778K as of Q2 2026.
  • Financial Concepts Unlimited sold 568 Amazon shares in Q2 2026, an estimated $143K.
  • Amazon made up 0.61% of Financial Concepts Unlimited's portfolio in Q2 2026, its #17 holding.
  • Financial Concepts Unlimited first reported a position in Amazon in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's Amazon position peaked at $798K in Q1 2026.
  • 6,099 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.