Fulcrum Asset Management’s Amazon AMZN Stock Holding History

Fulcrum Asset Management’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	$20.4M	Sell	84,971 -21,456	-20%	-$5.39M	2.03%	4
2026 Q1	$21.4M	Buy	106,427 +22,152	+26%	+$4.88M	3.23%	4
2025 Q4	$19.6M	Buy	84,275 +5,703	+7%	+$1.3M	5.45%	3
2025 Q3	$17.3M	Sell	78,572 -2,181	-3%	-$494K	4.78%	4
2025 Q2	$17.7M	Buy	+80,753	New	+$16M	5.06%	3
2022 Q1	–	Hold	0	–	–	–	7
2021 Q4	–	Hold	0	–	–	–	149
2021 Q3	–	Hold	0	–	–	–	150
2021 Q2	–	Hold	0	–	–	–	52
2021 Q1	–	Hold	0	–	–	–	24
2020 Q4	–	Hold	0	–	–	–	41
2020 Q3	–	Sell	-16,340	Closed	-$2.37M	–	130
2020 Q2	$2.37M	Buy	+16,340	New	+$1.97M	0.8%	41

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

Fulcrum Asset Management's AMZN Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $5.39M and leaving 84,971 shares worth $20.4M. The position accounts for 2.03% of the portfolio, ranked #4.

Fulcrum Asset Management first reported a position in AMZN in Q2 2020 and has held it in 6 quarters since. The position peaked at $21.4M in Q1 2026. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Fulcrum Asset Management held 84,971 shares of Amazon worth $20.4M as of Q2 2026.
Fulcrum Asset Management sold 21,456 Amazon shares in Q2 2026, an estimated $5.39M.
Amazon made up 2.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #4 holding.
Fulcrum Asset Management first reported a position in Amazon in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Amazon position peaked at $21.4M in Q1 2026.
6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.