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Independent Financial Group’s Amazon AMZN Stock Holding History

Independent 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 		$94.9M Buy
398,253
+15,173
+4% +$3.81M 1.78% 6
2026
Q1 		$79.8M Buy
383,080
+8,330
+2% +$1.83M 1.79% 5
2025
Q4 		$86.5M Buy
374,750
+18,748
+5% +$4.29M 1.93% 6
2025
Q3 		$78.2M Buy
356,002
+4,504
+1% +$1.02M 1.88% 7
2025
Q2 		$77.1M Buy
351,498
+23,847
+7% +$4.72M 2.12% 6
2025
Q1 		$62.3M Sell
327,651
-4,403
-1% -$955K 2.14% 4
2024
Q4 		$72.8M Buy
332,054
+14,282
+4% +$2.92M 2.42% 4
2024
Q3 		$59.2M Buy
317,772
+5,684
+2% +$1.04M 2.18% 6
2024
Q2 		$60.3M Buy
312,088
+19,578
+7% +$3.6M 2.42% 5
2024
Q1 		$52.8M Buy
292,510
+6,727
+2% +$1.12M 2.42% 4
2023
Q4 		$43.4M Buy
285,783
+8,431
+3% +$1.18M 2.32% 5
2023
Q3 		$35.3M Buy
277,352
+5,551
+2% +$744K 2.29% 5
2023
Q2 		$35.4M Buy
271,801
+22,906
+9% +$2.62M 2.44% 5
2023
Q1 		$25.7M Buy
248,895
+13,306
+6% +$1.29M 2.06% 5
2022
Q4 		$19.8M Buy
235,589
+5,052
+2% +$499K 1.7% 9
2022
Q3 		$26.1M Buy
230,537
+8,036
+4% +$1.02M 2.36% 5
2022
Q2 		$23.6M Buy
222,501
+1,321
+0.6% +$165K 2.52% 4
2022
Q1 		$36.1M Buy
221,180
+20,720
+10% +$3.2M 2.93% 4
2021
Q4 		$33.4M Buy
200,460
+560
+0.3% +$95.8K 2.76% 5
2021
Q3 		$32.8M Buy
199,900
+10,560
+6% +$1.82M 3.36% 3
2021
Q2 		$32.6M Buy
189,340
+3,160
+2% +$525K 3.45% 2
2021
Q1 		$28.8M Buy
186,180
+2,820
+2% +$447K 3.73% 2
2020
Q4 		$29.9M Buy
183,360
+9,660
+6% +$1.54M 4.4% 2
2020
Q3 		$27.3M Buy
173,700
+1,120
+0.6% +$177K 5.14% 2
2020
Q2 		$23.8M Buy
172,580
+14,600
+9% +$1.76M 5.24% 1
2020
Q1 		$15.4M Buy
+157,980
New +$15.3M 4.53% 1

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Independent Financial Group increased its Amazon (AMZN) stake by 4% in Q2 2026, buying an estimated $3.81M and bringing the position to 398,253 shares worth $94.9M. The position accounts for 1.78% of the portfolio, ranked #6.

Independent Financial Group first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. 5,848 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Independent Financial Group held 398,253 shares of Amazon worth $94.9M as of Q2 2026.
  • Independent Financial Group bought 15,173 Amazon shares in Q2 2026, an estimated $3.81M.
  • Amazon made up 1.78% of Independent Financial Group's portfolio in Q2 2026, its #6 holding.
  • Independent Financial Group first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.