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AMZN icon

Marshall Financial Group (Maryland)’s Amazon AMZN Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.95M Buy
8,161
+41
+0.5% +$10.3K 0.28% 71
2026
Q1 		$1.69M Sell
8,120
-1,131
-12% -$249K 0.27% 71
2025
Q4 		$2.14M Sell
9,251
-1,265
-12% -$289K 0.41% 52
2025
Q3 		$2.31M Sell
10,516
-199
-2% -$45K 0.45% 50
2025
Q2 		$2.39M Sell
10,715
-467
-4% -$92.4K 0.47% 41
2025
Q1 		$2.13M Sell
11,182
-49
-0.4% -$10.6K 0.46% 46
2024
Q4 		$2.46M Buy
11,231
+636
+6% +$130K 0.6% 34
2024
Q3 		$1.97M Buy
10,595
+3,497
+49% +$638K 0.47% 50
2024
Q2 		$1.37M Buy
7,098
+125
+2% +$23K 0.38% 67
2024
Q1 		$1.26M Sell
6,973
-135
-2% -$22.5K 0.36% 70
2023
Q4 		$1.08M Buy
7,108
+285
+4% +$40K 0.35% 71
2023
Q3 		$867K Sell
6,823
-340
-5% -$45.6K 0.31% 81
2023
Q2 		$934K Sell
7,163
-723
-9% -$82.6K 0.32% 78
2023
Q1 		$815K Sell
7,886
-67
-0.8% -$6.47K 0.29% 88
2022
Q4 		$668K Buy
7,953
+55
+0.7% +$5.43K 0.26% 118
2022
Q3 		$892K Buy
7,898
+97
+1% +$12.3K 0.38% 78
2022
Q2 		$829K Buy
7,801
+21
+0.3% +$2.63K 0.33% 98
2022
Q1 		$1.27M Sell
7,780
-400
-5% -$61.8K 0.52% 61
2021
Q4 		$1.36M Buy
8,180
+2,020
+33% +$346K 0.5% 63
2021
Q3 		$1.01M Buy
6,160
+60
+1% +$10.3K 0.52% 57
2021
Q2 		$1.05M Buy
6,100
+440
+8% +$73.1K 0.57% 52
2021
Q1 		$876K Buy
5,660
+240
+4% +$38K 0.52% 74
2020
Q4 		$883K Buy
+5,420
New +$865K 0.58% 71

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

Marshall Financial Group (Maryland)'s AMZN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Amazon (AMZN) stake by 0.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 8,161 shares worth $1.95M. The position accounts for 0.28% of the portfolio, ranked #71.

Marshall Financial Group (Maryland) first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Marshall Financial Group (Maryland) held 8,161 shares of Amazon worth $1.95M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 41 Amazon shares in Q2 2026, an estimated $10.3K.
  • Amazon made up 0.28% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #71 holding.
  • Marshall Financial Group (Maryland) first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Amazon position peaked at $2.46M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.