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Mustico Financial Group’s Amazon AMZN Stock Holding History

Mustico Financial Group’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 		$456K Buy
1,959
+37
+2% +$9.29K 0.3% 27
2026
Q1 		$500K Buy
1,922
+608
+46% +$134K 0.35% 24
2025
Q4 		$323K Hold
1,314
– – 0.25% 27
2025
Q3 		$262K Hold
1,314
– – 0.27% 28
2025
Q2 		$286K Buy
+1,314
New +$260K 0.26% 26

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

Mustico Financial Group's AMZN Position: Q2 2026 in Review

Mustico Financial Group increased its Amazon (AMZN) stake by 1.9% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,959 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #27.

Mustico Financial Group first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $500K in Q1 2026. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mustico Financial Group held 1,959 shares of Amazon worth $456K as of Q2 2026.
  • Mustico Financial Group bought 37 Amazon shares in Q2 2026, an estimated $9.29K.
  • Amazon made up 0.3% of Mustico Financial Group's portfolio in Q2 2026, its #27 holding.
  • Mustico Financial Group first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • Mustico Financial Group's Amazon position peaked at $500K in Q1 2026.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.