FI
AMZN icon

Finivi Inc’s Amazon AMZN Stock Holding History

Finivi 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 		$6.29M Sell
26,377
-532
-2% -$134K 3.22% 7
2026
Q1 		$5.6M Buy
26,909
+1,059
+4% +$233K 3.06% 8
2025
Q4 		$5.97M Sell
25,850
-601
-2% -$138K 3.45% 8
2025
Q3 		$5.81M Buy
26,451
+305
+1% +$69K 3.7% 4
2025
Q2 		$5.74M Buy
26,146
+430
+2% +$85.1K 3.89% 4
2025
Q1 		$4.89M Buy
25,716
+660
+3% +$143K 3.94% 3
2024
Q4 		$5.5M Sell
25,056
-1,097
-4% -$224K 4.39% 2
2024
Q3 		$4.87M Buy
26,153
+207
+0.8% +$37.8K 3.95% 5
2024
Q2 		$5.01M Buy
25,946
+284
+1% +$52.2K 4.15% 3
2024
Q1 		$4.63M Sell
25,662
-254
-1% -$42.4K 4.19% 3
2023
Q4 		$3.94M Buy
+25,916
New +$3.63M 3.84% 5
2021
Q4 		$3.68M Buy
+22,080
New +$3.78M 3.89% 6

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

Finivi Inc's AMZN Position: Q2 2026 in Review

Finivi Inc reduced its Amazon (AMZN) stake by 2% in Q2 2026, selling an estimated $134K and leaving 26,377 shares worth $6.29M. The position accounts for 3.22% of the portfolio, ranked #7.

Finivi Inc first reported a position in AMZN in Q4 2021 and has held it in 12 quarters since. 6,035 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Finivi Inc held 26,377 shares of Amazon worth $6.29M as of Q2 2026.
  • Finivi Inc sold 532 Amazon shares in Q2 2026, an estimated $134K.
  • Amazon made up 3.22% of Finivi Inc's portfolio in Q2 2026, its #7 holding.
  • Finivi Inc first reported a position in Amazon in Q4 2021 and has held it in 12 quarters since.
  • 6,035 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.