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Legend Financial Advisors’s Amazon AMZN Stock Holding History

Legend Financial Advisors’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 		$1.9M Buy
7,964
+13
+0.2% +$3.26K 1.08% 21
2026
Q1 		$1.66M Sell
7,951
-246
-3% -$54.2K 1.07% 18
2025
Q4 		$1.89M Sell
8,197
-115
-1% -$26.3K 1.15% 18
2025
Q3 		$1.83M Buy
8,312
+174
+2% +$39.4K 1.12% 18
2025
Q2 		$1.79M Buy
8,138
+142
+2% +$28.1K 1.19% 17
2025
Q1 		$1.52M Sell
7,996
-33
-0.4% -$7.16K 1.12% 20
2024
Q4 		$1.76M Buy
8,029
+251
+3% +$51.4K 1.24% 16
2024
Q3 		$1.45M Buy
7,778
+1,412
+22% +$258K 1% 16
2024
Q2 		$1.23M Buy
6,366
+24
+0.4% +$4.41K 0.87% 16
2024
Q1 		$1.14M Buy
6,342
+561
+10% +$93.6K 0.83% 17
2023
Q4 		$878K Sell
5,781
-80
-1% -$11.2K 0.71% 19
2023
Q3 		$745K Buy
5,861
+140
+2% +$18.8K 0.64% 21
2023
Q2 		$746K Sell
5,721
-130
-2% -$14.8K 0.62% 20
2023
Q1 		$604K Sell
5,851
-209
-3% -$20.2K 0.51% 21
2022
Q4 		$509K Sell
6,060
-25
-0.4% -$2.47K 0.44% 26
2022
Q3 		$688K Sell
6,085
-15
-0.2% -$1.9K 0.65% 19
2022
Q2 		$648K Sell
6,100
-9,280
-60% -$1.16M 0.67% 20
2022
Q1 		$1.21M Buy
15,380
+8,740
+132% +$1.35M 0.77% 16
2021
Q4 		$1.11M Sell
6,640
-8,740
-57% -$1.5M 0.77% 20
2021
Q3 		$1.21M Buy
15,380
+8,680
+130% +$1.5M 0.77% 16
2021
Q2 		$1.15M Buy
+6,700
New +$1.11M 0.74% 14
2021
Q1 		– Sell
-6,200
Closed -$1.01M – 17
2020
Q4 		$1.01M Sell
6,200
-140
-2% -$22.3K 0.82% 11
2020
Q3 		$998K Sell
6,340
-820
-11% -$129K 0.79% 11
2020
Q2 		$988K Sell
7,160
-2,860
-29% -$345K 0.62% 15
2020
Q1 		$977K Buy
10,020
+400
+4% +$38.7K 0.88% 13
2019
Q4 		$889K Sell
9,620
-780
-8% -$69K 0.76% 18
2019
Q3 		$903K Hold
10,400
– – 0.77% 19
2019
Q2 		$985K Buy
10,400
+120
+1% +$11.2K 0.87% 18
2019
Q1 		$916K Sell
10,280
-120
-1% -$9.99K 1.01% 15
2018
Q4 		$782K Buy
+10,400
New +$865K 1.15% 15

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Legend Financial Advisors's AMZN Position: Q2 2026 in Review

Legend Financial Advisors increased its Amazon (AMZN) stake by 0.16% in Q2 2026, buying an estimated $3.26K and bringing the position to 7,964 shares worth $1.9M. The position accounts for 1.08% of the portfolio, ranked #21.

Legend Financial Advisors first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Legend Financial Advisors held 7,964 shares of Amazon worth $1.9M as of Q2 2026.
  • Legend Financial Advisors bought 13 Amazon shares in Q2 2026, an estimated $3.26K.
  • Amazon made up 1.08% of Legend Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Legend Financial Advisors first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.