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FSM Wealth Advisors’s Amazon AMZN Stock Holding History

FSM Wealth 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 		$7.63M Buy
32,026
+4,837
+18% +$1.21M 0.81% 24
2026
Q1 		$5.66M Sell
27,189
-190
-0.7% -$41.8K 0.73% 25
2025
Q4 		$6.32M Sell
27,379
-2,543
-8% -$582K 0.86% 24
2025
Q3 		$6.57M Buy
29,922
+3,327
+13% +$753K 0.93% 23
2025
Q2 		$5.94M Buy
26,595
+6,544
+33% +$1.29M 0.97% 22
2025
Q1 		$3.81M Buy
20,051
+1,661
+9% +$360K 0.86% 24
2024
Q4 		$4.06M Buy
18,390
+3,076
+20% +$629K 0.99% 22
2024
Q3 		$2.85M Buy
15,314
+2,369
+18% +$432K 0.76% 27
2024
Q2 		$2.5M Buy
12,945
+190
+1% +$34.9K 0.84% 29
2024
Q1 		$2.3M Buy
12,755
+904
+8% +$151K 0.82% 28
2023
Q4 		$1.8M Buy
11,851
+627
+6% +$87.9K 0.77% 31
2023
Q3 		$1.43M Sell
11,224
-679
-6% -$91K 0.72% 32
2023
Q2 		$1.53M Sell
11,903
-482
-4% -$55K 0.77% 31
2023
Q1 		$1.28M Buy
12,385
+2,370
+24% +$229K 0.74% 36
2022
Q4 		$841K Sell
10,015
-1,843
-16% -$182K 0.6% 41
2022
Q3 		$1.34M Buy
11,858
+1,659
+16% +$210K 1.11% 26
2022
Q2 		$1.42M Buy
+10,199
New +$1.28M 1.41% 24

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

FSM Wealth Advisors's AMZN Position: Q2 2026 in Review

FSM Wealth Advisors increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $1.21M and bringing the position to 32,026 shares worth $7.63M. The position accounts for 0.81% of the portfolio, ranked #24.

FSM Wealth Advisors first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • FSM Wealth Advisors held 32,026 shares of Amazon worth $7.63M as of Q2 2026.
  • FSM Wealth Advisors bought 4,837 Amazon shares in Q2 2026, an estimated $1.21M.
  • Amazon made up 0.81% of FSM Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • FSM Wealth Advisors first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.