Intelligent Financial Strategies’s Amazon AMZN Stock Holding History

Intelligent Financial Strategies’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	$238K	Hold	1,000	–	–	0.11%	34
2026 Q1	$208K	Hold	1,000	–	–	0.11%	36
2025 Q4	$231K	Hold	1,000	–	–	0.11%	39
2025 Q3	$220K	Sell	1,000 -1,960	-66%	-$444K	0.11%	37
2025 Q2	$649K	Hold	2,960	–	–	0.34%	23
2025 Q1	$563K	Hold	2,960	–	–	0.29%	24
2024 Q4	$649K	Hold	2,960	–	–	0.36%	24
2024 Q3	$552K	Hold	2,960	–	–	0.3%	27
2024 Q2	$572K	Hold	2,960	–	–	0.35%	26
2024 Q1	$534K	Hold	2,960	–	–	0.33%	29
2023 Q4	$450K	Hold	2,960	–	–	0.31%	32
2023 Q3	$376K	Hold	2,960	–	–	0.28%	33
2023 Q2	$386K	Hold	2,960	–	–	0.28%	34
2023 Q1	$306K	Sell	2,960 -980	-25%	-$94.7K	0.24%	37
2022 Q4	$331K	Sell	3,940 -2,580	-40%	-$255K	0.28%	38
2022 Q3	$737K	Hold	6,520	–	–	0.77%	29
2022 Q2	$692K	Sell	6,520 -1,120	-15%	-$140K	0.7%	32
2022 Q1	$1.25M	Sell	7,640 -2,000	-21%	-$309K	1.21%	17
2021 Q4	$1.61M	Buy	+9,640	New	+$1.65M	1.45%	17

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Intelligent Financial Strategies's AMZN Position: Q2 2026 in Review

Intelligent Financial Strategies held its Amazon (AMZN) position steady in Q2 2026 at 1,000 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #34.

Intelligent Financial Strategies first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q4 2021. 2,944 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Intelligent Financial Strategies held 1,000 shares of Amazon worth $238K as of Q2 2026.
Intelligent Financial Strategies left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.11% of Intelligent Financial Strategies's portfolio in Q2 2026, its #34 holding.
Intelligent Financial Strategies first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
Intelligent Financial Strategies's Amazon position peaked at $1.61M in Q4 2021.
2,944 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.