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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	89
2026 Q1	–	Hold	–	–	–	77
2025 Q4	–	Hold	–	–	–	75
2025 Q3	–	Hold	–	–	–	73
2025 Q2	–	Hold	–	–	–	61
2025 Q1	–	Hold	–	–	–	58
2024 Q4	–	Hold	–	–	–	55
2024 Q3	–	Hold	–	–	–	58
2024 Q2	–	Hold	–	–	–	54
2024 Q1	–	Hold	–	–	–	45

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Francis Financial's AMZN Position: Q2 2026 in Review

Francis Financial increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $265K and bringing the position to 9,829 shares worth $2.34M. The position accounts for 0.38% of the portfolio, ranked #39.

Francis Financial first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.68M in Q3 2025. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Francis Financial held 9,829 shares of Amazon worth $2.34M as of Q2 2026.
Francis Financial bought 1,056 Amazon shares in Q2 2026, an estimated $265K.
Amazon made up 0.38% of Francis Financial's portfolio in Q2 2026, its #39 holding.
Francis Financial first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
Francis Financial's Amazon position peaked at $4.68M in Q3 2025.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.