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Formulate Financial’s Amazon AMZN Stock Holding History

Formulate Financial’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 		$1.57M Hold
6,606
– – 1.66% 11
2026
Q1 		$1.38M Sell
6,606
-191
-3% -$42.1K 1.7% 11
2025
Q4 		$1.57M Buy
6,797
+85
+1% +$19.4K 1.84% 11
2025
Q3 		$1.47M Buy
+6,712
New +$1.52M 1.83% 11

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Formulate Financial's AMZN Position: Q2 2026 in Review

Formulate Financial held its Amazon (AMZN) position steady in Q2 2026 at 6,606 shares worth $1.57M. The position accounts for 1.66% of the portfolio, ranked #11.

Formulate Financial first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Formulate Financial held 6,606 shares of Amazon worth $1.57M as of Q2 2026.
  • Formulate Financial left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 1.66% of Formulate Financial's portfolio in Q2 2026, its #11 holding.
  • Formulate Financial first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.