FS
AMZN icon

Financial Symmetry’s Amazon AMZN Stock Holding History

Financial Symmetry’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 		$914K Buy
3,833
+457
+14% +$115K 0.3% 25
2026
Q1 		$895K Buy
3,376
+70
+2% +$15.4K 0.32% 25
2025
Q4 		$763K Sell
3,306
-113
-3% -$25.9K 0.31% 26
2025
Q3 		$751K Buy
3,419
+40
+1% +$9.05K 0.34% 24
2025
Q2 		$741K Buy
3,379
+22
+0.7% +$4.35K 0.38% 22
2025
Q1 		$639K Buy
3,357
+178
+6% +$38.6K 0.39% 22
2024
Q4 		$697K Hold
3,179
– – 0.47% 22
2024
Q3 		$592K Hold
3,179
– – 0.41% 23
2024
Q2 		$614K Sell
3,179
-75
-2% -$13.8K 0.48% 22
2024
Q1 		$587K Buy
3,254
+870
+36% +$145K 0.51% 21
2023
Q4 		$362K Buy
+2,384
New +$334K 0.36% 23

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Financial Symmetry's AMZN Position: Q2 2026 in Review

Financial Symmetry increased its Amazon (AMZN) stake by 14% in Q2 2026, buying an estimated $115K and bringing the position to 3,833 shares worth $914K. The position accounts for 0.3% of the portfolio, ranked #25.

Financial Symmetry first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Symmetry held 3,833 shares of Amazon worth $914K as of Q2 2026.
  • Financial Symmetry bought 457 Amazon shares in Q2 2026, an estimated $115K.
  • Amazon made up 0.3% of Financial Symmetry's portfolio in Q2 2026, its #25 holding.
  • Financial Symmetry first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.