IF
AMZN icon

Ironwood Financial’s Amazon AMZN Stock Holding History

Ironwood 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 		$7.71M Sell
31,181
-25
-0.1% -$6.28K 1.21% 23
2026
Q1 		$6.5M Hold
31,206
– – 1.13% 26
2025
Q4 		$7.69M Sell
31,206
-59
-0.2% -$13.5K 1.3% 24
2025
Q3 		$6.86M Sell
31,265
-384
-1% -$86.9K 1.22% 23
2025
Q2 		$6.02M Hold
31,649
– – 1.29% 20
2025
Q1 		$6.02M Sell
31,649
-10
-0% -$2.17K 1.29% 20
2024
Q4 		$6.95M Sell
31,659
-11
-0% -$2.25K 1.46% 18
2024
Q3 		$5.9M Buy
31,670
+22
+0.1% +$4.01K 1.24% 22
2024
Q2 		$6.12M Buy
31,648
+4
+0% +$735 1.37% 17
2024
Q1 		$5.71M Buy
31,644
+30
+0.1% +$5.01K 1.31% 19
2023
Q4 		$4.8M Sell
31,614
-1,801
-5% -$252K 1.16% 21
2023
Q3 		$4.25M Sell
33,415
-240
-0.7% -$32.2K 1.14% 23
2023
Q2 		$4.39M Sell
33,655
-2,499
-7% -$285K 1.15% 21
2023
Q1 		$3.73M Buy
36,154
+239
+0.7% +$23.1K 1.04% 23
2022
Q4 		$3.02M Sell
35,915
-45
-0.1% -$4.45K 0.94% 25
2022
Q3 		$4.06M Buy
35,960
+45
+0.1% +$5.69K 1.35% 21
2022
Q2 		$3.81M Sell
35,915
-285
-0.8% -$35.7K 1.23% 23
2022
Q1 		$5.9M Buy
36,200
+300
+0.8% +$46.4K 1.67% 19
2021
Q4 		$5.99M Sell
35,900
-100
-0.3% -$17.1K 1.64% 20
2021
Q3 		$5.91M Buy
36,000
+260
+0.7% +$44.8K 1.73% 21
2021
Q2 		$6.15M Hold
35,740
– – 1.85% 21
2021
Q1 		$5.53M Buy
35,740
+10,320
+41% +$1.64M 1.8% 20
2020
Q4 		$4.14M Buy
25,420
+24,080
+1,797% +$3.84M 1.55% 17
2020
Q3 		$211K Buy
1,340
+80
+6% +$12.6K 0.11% 58
2020
Q2 		$174K Sell
1,260
-160
-11% -$19.3K 0.09% 59
2020
Q1 		$138K Sell
1,420
-1,420
-50% -$137K 0.09% 48
2019
Q4 		$262K Buy
2,840
+60
+2% +$5.31K 0.12% 44
2019
Q3 		$241K Hold
2,780
– – 0.12% 45
2019
Q2 		$263K Hold
2,780
– – 0.13% 46
2019
Q1 		$248K Buy
2,780
+60
+2% +$4.99K 0.13% 47
2018
Q4 		$204K Buy
2,720
+1,760
+183% +$146K 0.11% 46
2018
Q3 		$96K Sell
960
-1,500
-61% -$141K 0.05% 76
2018
Q2 		$209K Buy
2,460
+240
+11% +$19K 0.12% 43
2018
Q1 		$161K Buy
2,220
+620
+39% +$44.3K 0.17% 38
2017
Q4 		$94K Buy
1,600
+420
+36% +$23.1K 0.06% 63
2017
Q3 		$57K Hold
1,180
– – 0.04% 79
2017
Q2 		$57K Buy
1,180
+840
+247% +$40.1K 0.04% 77
2017
Q1 		$15K Buy
340
+100
+42% +$4.17K 0.01% 152
2016
Q4 		$9K Buy
240
+140
+140% +$5.49K 0.01% 169
2016
Q3 		$4K Hold
100
– – ﹤0.01% 212
2016
Q2 		$4K Hold
100
– – ﹤0.01% 210
2016
Q1 		$3K Buy
+100
New +$2.84K ﹤0.01% 227
2015
Q3 		$3K Hold
100
– – ﹤0.01% 303
2015
Q2 		$2K Hold
100
– – ﹤0.01% 289
2015
Q1 		$2K Buy
100
+80
+400% +$1.41K ﹤0.01% 287
2014
Q4 		$0 Buy
+20
New +$312 ﹤0.01% 306

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

Ironwood Financial's AMZN Position: Q2 2026 in Review

Ironwood Financial reduced its Amazon (AMZN) stake by 0.08% in Q2 2026, selling an estimated $6.28K and leaving 31,181 shares worth $7.71M. The position accounts for 1.21% of the portfolio, ranked #23.

Ironwood Financial first reported a position in AMZN in Q4 2014 and has held it in 46 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ironwood Financial held 31,181 shares of Amazon worth $7.71M as of Q2 2026.
  • Ironwood Financial sold 25 Amazon shares in Q2 2026, an estimated $6.28K.
  • Amazon made up 1.21% of Ironwood Financial's portfolio in Q2 2026, its #23 holding.
  • Ironwood Financial first reported a position in Amazon in Q4 2014 and has held it in 46 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.