HFS
AMZN icon

Hoge Financial Services’s Amazon AMZN Stock Holding History

Hoge Financial Services’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 		$1.18M Buy
4,962
+204
+4% +$51.2K 0.57% 21
2026
Q1 		$992K Buy
4,758
+5
+0.1% +$1.1K 0.53% 22
2025
Q4 		$1.1M Buy
4,753
+192
+4% +$43.9K 0.59% 21
2025
Q3 		$1M Buy
4,561
+91
+2% +$20.6K 0.57% 20
2025
Q2 		$981K Buy
4,470
+357
+9% +$70.6K 0.61% 20
2025
Q1 		$783K Buy
4,113
+293
+8% +$63.6K 0.55% 24
2024
Q4 		$838K Buy
3,820
+1,380
+57% +$282K 0.61% 21
2024
Q3 		$455K Buy
2,440
+405
+20% +$73.9K 0.34% 32
2024
Q2 		$393K Buy
2,035
+802
+65% +$147K 0.32% 32
2024
Q1 		$222K Buy
+1,233
New +$206K 0.18% 49

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

Hoge Financial Services's AMZN Position: Q2 2026 in Review

Hoge Financial Services increased its Amazon (AMZN) stake by 4.3% in Q2 2026, buying an estimated $51.2K and bringing the position to 4,962 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #21.

Hoge Financial Services first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Hoge Financial Services held 4,962 shares of Amazon worth $1.18M as of Q2 2026.
  • Hoge Financial Services bought 204 Amazon shares in Q2 2026, an estimated $51.2K.
  • Amazon made up 0.57% of Hoge Financial Services's portfolio in Q2 2026, its #21 holding.
  • Hoge Financial Services first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.