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Morris Financial Concepts’s Amazon AMZN Stock Holding History

Morris Financial Concepts’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 		$362K Sell
1,519
-100
-6% -$25.1K 0.11% 98
2026
Q1 		$337K Hold
1,619
– – 0.11% 98
2025
Q4 		$374K Buy
1,619
+21
+1% +$4.8K 0.13% 88
2025
Q3 		$351K Hold
1,598
– – 0.13% 91
2025
Q2 		$351K Hold
1,598
– – 0.14% 90
2025
Q1 		$304K Sell
1,598
-15
-0.9% -$3.25K 0.13% 95
2024
Q4 		$354K Buy
1,613
+502
+45% +$103K 0.15% 82
2024
Q3 		$207K Buy
+1,111
New +$203K 0.09% 116

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

Morris Financial Concepts's AMZN Position: Q2 2026 in Review

Morris Financial Concepts reduced its Amazon (AMZN) stake by 6.2% in Q2 2026, selling an estimated $25.1K and leaving 1,519 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #98.

Morris Financial Concepts first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $374K in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Morris Financial Concepts held 1,519 shares of Amazon worth $362K as of Q2 2026.
  • Morris Financial Concepts sold 100 Amazon shares in Q2 2026, an estimated $25.1K.
  • Amazon made up 0.11% of Morris Financial Concepts's portfolio in Q2 2026, its #98 holding.
  • Morris Financial Concepts first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • Morris Financial Concepts's Amazon position peaked at $374K in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.