Fulcrum Equity Management
AMZN icon

Fulcrum Equity Management’s Amazon AMZN Stock Holding History

Fulcrum Equity 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
Q3 		$1.12M Sell
4,481
-1,979
-31% -$503K 0.89% 27
2026
Q2 		$1.54M Sell
6,460
-346
-5% -$86.8K 1.13% 17
2026
Q1 		$1.42M Sell
6,806
-320
-4% -$70.5K 1.37% 15
2025
Q4 		$1.64M Buy
7,126
+3,428
+93% +$784K 1.57% 17
2025
Q3 		$812K Sell
3,698
-209
-5% -$47.3K 0.82% 32
2025
Q2 		$857K Buy
3,907
+388
+11% +$76.8K 0.88% 29
2025
Q1 		$670K Buy
3,519
+1,140
+48% +$247K 0.73% 40
2024
Q4 		$522K Sell
2,379
-226
-9% -$46.2K 0.52% 60
2024
Q3 		$485K Sell
2,605
-1,263
-33% -$230K 0.41% 79
2024
Q2 		$747K Buy
3,868
+884
+30% +$162K 0.67% 48
2024
Q1 		$538K Buy
2,984
+1,030
+53% +$172K 0.63% 52
2023
Q4 		$297K Buy
+1,954
New +$274K 0.37% 76
2022
Q1 		– Sell
-4,020
Closed -$670K – 111
2021
Q4 		$670K Buy
4,020
+140
+4% +$24K 0.25% 73
2021
Q3 		$637K Buy
3,880
+2,460
+173% +$424K 0.25% 76
2021
Q2 		$244K Buy
+1,420
New +$236K 0.09% 163
2021
Q1 		– Sell
-2,140
Closed -$348K – 174
2020
Q4 		$348K Buy
2,140
+180
+9% +$28.7K 0.14% 116
2020
Q3 		$309K Buy
+1,960
New +$309K 0.14% 103
2019
Q4 		– Sell
-60
Closed -$5K – 98
2019
Q3 		$5K Buy
+60
New +$5.56K ﹤0.01% 151

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fulcrum Equity Management's AMZN Position: Q3 2026 in Review

Fulcrum Equity Management reduced its Amazon (AMZN) stake by 31% in Q3 2026, selling an estimated $503K and leaving 4,481 shares worth $1.12M. The position accounts for 0.89% of the portfolio, ranked #27.

Fulcrum Equity Management first reported a position in AMZN in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2025. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Fulcrum Equity Management held 4,481 shares of Amazon worth $1.12M as of Q3 2026.
  • Fulcrum Equity Management sold 1,979 Amazon shares in Q3 2026, an estimated $503K.
  • Amazon made up 0.89% of Fulcrum Equity Management's portfolio in Q3 2026, its #27 holding.
  • Fulcrum Equity Management first reported a position in Amazon in Q3 2019 and has held it in 18 quarters since.
  • Fulcrum Equity Management's Amazon position peaked at $1.64M in Q4 2025.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.