Financial Management Inc’s Amazon AMZN Stock Holding History

Financial Management Inc’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	$296K	Hold	1,244	–	–	0.24%	36
2026 Q1	$259K	Hold	1,244	–	–	0.24%	35
2025 Q4	$287K	Buy	+1,244	New	+$285K	0.27%	34

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 Management Inc's AMZN Position: Q2 2026 in Review

Financial Management Inc held its Amazon (AMZN) position steady in Q2 2026 at 1,244 shares worth $296K. The position accounts for 0.24% of the portfolio, ranked #36.

Financial Management Inc first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Financial Management Inc held 1,244 shares of Amazon worth $296K as of Q2 2026.
Financial Management Inc left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.24% of Financial Management Inc's portfolio in Q2 2026, its #36 holding.
Financial Management Inc first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.