Francis Financial
AMZN icon

Francis Financial’s Amazon AMZN Stock Holding History

Francis 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
Q3 		$2.53M Buy
10,150
+321
+3% +$81.6K 0.39% 39
2026
Q2 		$2.34M Buy
9,829
+1,056
+12% +$265K 0.38% 39
2026
Q1 		$1.83M Buy
8,773
+112
+1% +$24.7K 0.34% 39
2025
Q4 		$2M Sell
8,661
-2,647
-23% -$606K 0.39% 38
2025
Q3 		$4.68M Sell
11,308
-9,362
-45% -$2.12M 0.83% 23
2025
Q2 		$4.53M Buy
20,670
+10,542
+104% +$2.09M 1.04% 18
2025
Q1 		$1.93M Sell
10,128
-6,245
-38% -$1.36M 0.47% 29
2024
Q4 		$2.26M Buy
16,373
+6,381
+64% +$1.31M 0.57% 28
2024
Q3 		$1.86M Buy
9,992
+256
+3% +$46.7K 0.49% 27
2024
Q2 		$1.88M Buy
9,736
+1,012
+12% +$186K 0.57% 26
2024
Q1 		$1.57M Sell
8,724
-118
-1% -$19.7K 0.51% 24
2023
Q4 		$1.34M Buy
8,842
+753
+9% +$106K 0.58% 21
2023
Q3 		$1.03M Buy
8,089
+51
+0.6% +$6.83K 0.54% 20
2023
Q2 		$1.05M Sell
8,038
-259
-3% -$29.6K 0.57% 20
2023
Q1 		$857K Buy
8,297
+16
+0.2% +$1.55K 0.58% 19
2022
Q4 		$696K Buy
8,281
+78
+1% +$7.7K 0.65% 14
2022
Q3 		$927K Buy
8,203
+300
+4% +$37.9K 0.95% 9
2022
Q2 		$957K Buy
+7,903
New +$989K 0.85% 9

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Francis Financial's AMZN Position: Q3 2026 in Review

Francis Financial increased its Amazon (AMZN) stake by 3.3% in Q3 2026, buying an estimated $81.6K and bringing the position to 10,150 shares worth $2.53M. The position accounts for 0.39% of the portfolio, ranked #39.

Francis Financial first reported a position in AMZN in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.68M in Q3 2025. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Francis Financial held 10,150 shares of Amazon worth $2.53M as of Q3 2026.
  • Francis Financial bought 321 Amazon shares in Q3 2026, an estimated $81.6K.
  • Amazon made up 0.39% of Francis Financial's portfolio in Q3 2026, its #39 holding.
  • Francis Financial first reported a position in Amazon in Q2 2022 and has held it in 18 quarters since.
  • Francis Financial's Amazon position peaked at $4.68M in Q3 2025.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.