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Financial Life Advisors’s Amazon AMZN Stock Holding History

Financial Life Advisors’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 		$854K Buy
3,583
+24
+0.7% +$6.02K 0.24% 34
2026
Q1 		$741K Sell
3,559
-181
-5% -$39.9K 0.23% 33
2025
Q4 		$863K Buy
3,740
+182
+5% +$41.6K 0.27% 30
2025
Q3 		$781K Sell
3,558
-168
-5% -$38K 0.25% 33
2025
Q2 		$817K Buy
3,726
+168
+5% +$33.2K 0.28% 31
2025
Q1 		$677K Buy
3,558
+562
+19% +$122K 0.25% 34
2024
Q4 		$657K Hold
2,996
– – 0.25% 27
2024
Q3 		$558K Hold
2,996
– – 0.21% 29
2024
Q2 		$579K Hold
2,996
– – 0.24% 32
2024
Q1 		$540K Buy
2,996
+112
+4% +$18.7K 0.23% 33
2023
Q4 		$438K Hold
2,884
– – 0.19% 40
2023
Q3 		$367K Sell
2,884
-144
-5% -$19.3K 0.16% 40
2023
Q2 		$395K Buy
3,028
+566
+23% +$64.6K 0.16% 44
2023
Q1 		$254K Buy
+2,462
New +$238K 0.11% 60
2022
Q4 		– Sell
-2,585
Closed -$292K – 72
2022
Q3 		$292K Sell
2,585
-335
-11% -$42.3K 0.15% 55
2022
Q2 		$310K Hold
2,920
– – 0.15% 39
2022
Q1 		$476K Buy
2,920
+300
+11% +$46.4K 0.2% 35
2021
Q4 		$437K Sell
2,620
-2,000
-43% -$342K 0.17% 38
2021
Q3 		$759K Sell
4,620
-220
-5% -$37.9K 0.32% 28
2021
Q2 		$833K Buy
4,840
+700
+17% +$116K 0.36% 27
2021
Q1 		$640K Buy
4,140
+60
+1% +$9.51K 0.3% 30
2020
Q4 		$664K Hold
4,080
– – 0.34% 27
2020
Q3 		$642K Buy
+4,080
New +$643K 0.34% 26
2020
Q1 		– Sell
-4,080
Closed -$377K – 24
2019
Q4 		$377K Hold
4,080
– – 0.23% 38
2019
Q3 		$354K Buy
4,080
+600
+17% +$55.6K 0.22% 38
2019
Q2 		$329K Buy
3,480
+560
+19% +$52.2K 0.22% 40
2019
Q1 		$260K Hold
2,920
– – 0.18% 47
2018
Q4 		$219K Hold
2,920
– – 0.17% 48
2018
Q3 		$292K Buy
+2,920
New +$275K 0.21% 43

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Life Advisors's AMZN Position: Q2 2026 in Review

Financial Life Advisors increased its Amazon (AMZN) stake by 0.67% in Q2 2026, buying an estimated $6.02K and bringing the position to 3,583 shares worth $854K. The position accounts for 0.24% of the portfolio, ranked #34.

Financial Life Advisors first reported a position in AMZN in Q3 2018 and has held it in 29 quarters since. The position peaked at $863K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Life Advisors held 3,583 shares of Amazon worth $854K as of Q2 2026.
  • Financial Life Advisors bought 24 Amazon shares in Q2 2026, an estimated $6.02K.
  • Amazon made up 0.24% of Financial Life Advisors's portfolio in Q2 2026, its #34 holding.
  • Financial Life Advisors first reported a position in Amazon in Q3 2018 and has held it in 29 quarters since.
  • Financial Life Advisors's Amazon position peaked at $863K in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.