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Legacy Financial Strategies’s Amazon AMZN Stock Holding History

Legacy 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 		$3.21M Sell
13,465
-361
-3% -$90.6K 0.5% 27
2026
Q1 		$2.88M Buy
13,826
+18
+0.1% +$3.96K 0.52% 31
2025
Q4 		$3.19M Buy
13,808
+483
+4% +$111K 0.56% 30
2025
Q3 		$2.93M Buy
13,325
+1,153
+9% +$261K 0.53% 36
2025
Q2 		$2.67M Sell
12,172
-309
-2% -$61.1K 0.52% 37
2025
Q1 		$2.37M Buy
12,481
+1,082
+9% +$235K 0.52% 37
2024
Q4 		$2.51M Buy
11,399
+593
+5% +$121K 0.54% 37
2024
Q3 		$2.01M Buy
10,806
+1,426
+15% +$260K 0.44% 40
2024
Q2 		$1.85M Buy
9,380
+210
+2% +$38.6K 0.45% 41
2024
Q1 		$1.65M Buy
9,170
+561
+7% +$93.6K 0.43% 42
2023
Q4 		$1.31M Buy
8,609
+48
+0.6% +$6.73K 0.37% 42
2023
Q3 		$1.22M Buy
8,561
+620
+8% +$83.1K 0.39% 42
2023
Q2 		$1.04M Buy
7,941
+814
+11% +$93K 0.35% 42
2023
Q1 		$736K Buy
7,127
+208
+3% +$20.1K 0.27% 47
2022
Q4 		$581K Buy
6,919
+645
+10% +$63.7K 0.24% 48
2022
Q3 		$709K Buy
6,274
+1,381
+28% +$175K 0.33% 43
2022
Q2 		$520K Buy
4,893
+1,773
+57% +$222K 0.26% 46
2022
Q1 		$509K Buy
3,120
+1,320
+73% +$204K 0.22% 49
2021
Q4 		$300K Sell
1,800
-300
-14% -$51.3K 0.13% 55
2021
Q3 		$345K Buy
2,100
+20
+1% +$3.45K 0.16% 53
2021
Q2 		$358K Buy
2,080
+200
+11% +$33.2K 0.17% 53
2021
Q1 		$291K Hold
1,880
– – 0.15% 54
2020
Q4 		$306K Hold
1,880
– – 0.16% 55
2020
Q3 		$296K Sell
1,880
-80
-4% -$12.6K 0.17% 55
2020
Q2 		$270K Buy
+1,960
New +$237K 0.21% 53
2020
Q1 		– Sell
-2,560
Closed -$237K – 56
2019
Q4 		$237K Sell
2,560
-240
-9% -$21.2K 0.19% 61
2019
Q3 		$249K Buy
+2,800
New +$260K 0.22% 55

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

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

Legacy Financial Strategies reduced its Amazon (AMZN) stake by 2.6% in Q2 2026, selling an estimated $90.6K and leaving 13,465 shares worth $3.21M. The position accounts for 0.5% of the portfolio, ranked #27.

Legacy Financial Strategies first reported a position in AMZN in Q3 2019 and has held it in 27 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Legacy Financial Strategies held 13,465 shares of Amazon worth $3.21M as of Q2 2026.
  • Legacy Financial Strategies sold 361 Amazon shares in Q2 2026, an estimated $90.6K.
  • Amazon made up 0.5% of Legacy Financial Strategies's portfolio in Q2 2026, its #27 holding.
  • Legacy Financial Strategies first reported a position in Amazon in Q3 2019 and has held it in 27 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.