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Goldstone Financial Group’s Amazon AMZN Stock Holding History

Goldstone Financial Group’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 		$4.99M Buy
20,952
+910
+5% +$228K 0.46% 56
2026
Q1 		$4.17M Sell
20,042
-446
-2% -$98.2K 0.45% 52
2025
Q4 		$4.73M Buy
20,488
+1,150
+6% +$263K 0.53% 47
2025
Q3 		$4.25M Buy
19,338
+1,775
+10% +$402K 0.5% 47
2025
Q2 		$3.92M Buy
17,563
+1,328
+8% +$263K 0.52% 47
2025
Q1 		$3.09M Buy
16,235
+1,720
+12% +$373K 0.47% 48
2024
Q4 		$3.18M Buy
14,515
+447
+3% +$91.4K 0.5% 47
2024
Q3 		$2.62M Sell
14,068
-2,403
-15% -$438K 0.46% 49
2024
Q2 		$3.18M Buy
16,471
+5,464
+50% +$1M 0.64% 40
2024
Q1 		$1.99M Sell
11,007
-1,793
-14% -$299K 0.46% 44
2023
Q4 		$1.94M Buy
12,800
+96
+0.8% +$13.5K 0.5% 42
2023
Q3 		$1.61M Sell
12,704
-438
-3% -$58.7K 0.48% 39
2023
Q2 		$1.71M Buy
13,142
+138
+1% +$15.8K 0.5% 39
2023
Q1 		$1.34M Buy
+13,004
New +$1.26M 0.44% 43

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

Goldstone Financial Group's AMZN Position: Q2 2026 in Review

Goldstone Financial Group increased its Amazon (AMZN) stake by 4.5% in Q2 2026, buying an estimated $228K and bringing the position to 20,952 shares worth $4.99M. The position accounts for 0.46% of the portfolio, ranked #56.

Goldstone Financial Group first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Goldstone Financial Group held 20,952 shares of Amazon worth $4.99M as of Q2 2026.
  • Goldstone Financial Group bought 910 Amazon shares in Q2 2026, an estimated $228K.
  • Amazon made up 0.46% of Goldstone Financial Group's portfolio in Q2 2026, its #56 holding.
  • Goldstone Financial Group first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.