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Grantvest Financial Group’s Amazon AMZN Stock Holding History

Grantvest 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 		$2.71M Sell
11,390
-240
-2% -$60.2K 1.57% 9
2026
Q1 		$2.42M Sell
11,630
-43
-0.4% -$9.47K 1.57% 8
2025
Q4 		$2.69M Sell
11,673
-108
-0.9% -$24.7K 1.73% 7
2025
Q3 		$2.59M Buy
11,781
+208
+2% +$47.1K 1.79% 7
2025
Q2 		$2.54M Sell
11,573
-551
-5% -$109K 1.88% 8
2025
Q1 		$2.31M Sell
12,124
-165
-1% -$35.8K 1.87% 9
2024
Q4 		$2.7M Buy
+12,289
New +$2.51M 3.01% 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

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

Grantvest Financial Group reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $60.2K and leaving 11,390 shares worth $2.71M. The position accounts for 1.57% of the portfolio, ranked #9.

Grantvest Financial Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Grantvest Financial Group held 11,390 shares of Amazon worth $2.71M as of Q2 2026.
  • Grantvest Financial Group sold 240 Amazon shares in Q2 2026, an estimated $60.2K.
  • Amazon made up 1.57% of Grantvest Financial Group's portfolio in Q2 2026, its #9 holding.
  • Grantvest Financial Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.