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Financial Gravity Companies’s Amazon AMZN Stock Holding History

Financial Gravity Companies’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 		$9.06M Buy
+38,025
New +$9.54M 1.47% 21
2025
Q2 		$7.65M Buy
+34,885
New +$6.9M 1.5% 17
2024
Q4 		$6.89M Buy
+31,407
New +$6.43M 1.57% 19
2018
Q4 		$117K Buy
+1,440
New +$120K 0.11% 188
2018
Q1 		– Sell
-4,200
Closed -$298K – 1391
2017
Q4 		$298K Buy
+4,200
New +$231K 0.34% 48

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 Gravity Companies's AMZN Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Amazon (AMZN) in Q2 2026: 38,025 shares worth $9.06M. The stake represents 1.47% of the portfolio and ranks #21 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AMZN as recently as Q2 2025.

Financial Gravity Companies first reported a position in AMZN in Q4 2017 and has held it in 5 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Gravity Companies held 38,025 shares of Amazon worth $9.06M as of Q2 2026.
  • Amazon was a new Financial Gravity Companies position in Q2 2026.
  • Amazon made up 1.47% of Financial Gravity Companies's portfolio in Q2 2026, its #21 holding.
  • Financial Gravity Companies first reported a position in Amazon in Q4 2017 and has held it in 5 quarters since.
  • 6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.