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Fortune Financial Advisors’s Amazon AMZN Stock Holding History

Fortune Financial 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 		$3.19M Buy
13,377
+1,577
+13% +$396K 1.36% 18
2026
Q1 		$2.46M Sell
11,800
-902
-7% -$199K 1.25% 21
2025
Q4 		$2.93M Buy
12,702
+219
+2% +$50.1K 1.98% 15
2025
Q3 		$2.74M Buy
12,483
+147
+1% +$33.3K 2.06% 15
2025
Q2 		$2.71M Buy
12,336
+179
+1% +$35.4K 2.18% 12
2025
Q1 		$2.31M Buy
12,157
+886
+8% +$192K 1.99% 15
2024
Q4 		$2.47M Buy
11,271
+137
+1% +$28K 2.25% 13
2024
Q3 		$2.07M Sell
11,134
-4,395
-28% -$802K 1.88% 18
2024
Q2 		$3M Sell
15,529
-31
-0.2% -$5.7K 1.84% 13
2024
Q1 		$2.81M Sell
15,560
-53
-0.3% -$8.85K 1.78% 14
2023
Q4 		$2.37M Buy
15,613
+941
+6% +$132K 1.66% 17
2023
Q3 		$1.87M Buy
14,672
+67
+0.5% +$8.98K 1.43% 22
2023
Q2 		$1.9M Buy
+14,605
New +$1.67M 1.43% 22

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

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

Fortune Financial Advisors increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $396K and bringing the position to 13,377 shares worth $3.19M. The position accounts for 1.36% of the portfolio, ranked #18.

Fortune Financial Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fortune Financial Advisors held 13,377 shares of Amazon worth $3.19M as of Q2 2026.
  • Fortune Financial Advisors bought 1,577 Amazon shares in Q2 2026, an estimated $396K.
  • Amazon made up 1.36% of Fortune Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Fortune Financial Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.