HFF
AMZN icon

Halter Ferguson Financial’s Amazon AMZN Stock Holding History

Halter Ferguson Financial’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 		$9.62M Buy
40,371
+2,444
+6% +$613K 1.56% 10
2026
Q1 		$7.9M Buy
37,927
+32,046
+545% +$7.06M 1.73% 9
2025
Q4 		$1.36M Buy
5,881
+2,607
+80% +$596K 0.3% 22
2025
Q3 		$719K Sell
3,274
-815
-20% -$184K 0.16% 23
2025
Q2 		$897K Buy
4,089
+1,498
+58% +$296K 0.31% 20
2025
Q1 		$493K Sell
2,591
-68
-3% -$14.8K 0.25% 22
2024
Q4 		$583K Hold
2,659
– – 0.24% 23
2024
Q3 		$495K Buy
2,659
+549
+26% +$100K 0.26% 23
2024
Q2 		$408K Sell
2,110
-301
-12% -$55.3K 0.29% 21
2024
Q1 		$435K Buy
2,411
+9
+0.4% +$1.5K 0.34% 23
2023
Q4 		$365K Buy
+2,402
New +$337K 0.23% 25

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

Halter Ferguson Financial's AMZN Position: Q2 2026 in Review

Halter Ferguson Financial increased its Amazon (AMZN) stake by 6.4% in Q2 2026, buying an estimated $613K and bringing the position to 40,371 shares worth $9.62M. The position accounts for 1.56% of the portfolio, ranked #10.

Halter Ferguson Financial first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Halter Ferguson Financial held 40,371 shares of Amazon worth $9.62M as of Q2 2026.
  • Halter Ferguson Financial bought 2,444 Amazon shares in Q2 2026, an estimated $613K.
  • Amazon made up 1.56% of Halter Ferguson Financial's portfolio in Q2 2026, its #10 holding.
  • Halter Ferguson Financial first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.