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Garton & Associates Financial Advisors’s Amazon AMZN Stock Holding History

Garton & Associates Financial 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 		$3.72M Sell
15,627
-4,771
-23% -$1.2M 8.42% 4
2026
Q1 		$4.25M Sell
20,398
-2,229
-10% -$491K 3.48% 5
2025
Q4 		$5.22M Buy
+22,627
New +$5.18M 2.93% 5

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Garton & Associates Financial Advisors's AMZN Position: Q2 2026 in Review

Garton & Associates Financial Advisors reduced its Amazon (AMZN) stake by 23% in Q2 2026, selling an estimated $1.2M and leaving 15,627 shares worth $3.72M. The position accounts for 8.42% of the portfolio, ranked #4.

Garton & Associates Financial Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.22M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Garton & Associates Financial Advisors held 15,627 shares of Amazon worth $3.72M as of Q2 2026.
  • Garton & Associates Financial Advisors sold 4,771 Amazon shares in Q2 2026, an estimated $1.2M.
  • Amazon made up 8.42% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Garton & Associates Financial Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Amazon position peaked at $5.22M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.