MPCL
AMZN icon

My Personal CFO LLC’s Amazon AMZN Stock Holding History

My Personal CFO LLC’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 		$1.86M Buy
7,817
+6,294
+413% +$1.58M 0.73% 38
2026
Q1 		$317K Sell
1,523
-452
-23% -$99.5K 0.14% 74
2025
Q4 		$456K Buy
1,975
+419
+27% +$95.9K 0.19% 64
2025
Q3 		$342K Sell
1,556
-1,795
-54% -$406K 0.13% 67
2025
Q2 		$735K Hold
3,351
– – 0.33% 48
2025
Q1 		$638K Buy
3,351
+45
+1% +$9.77K 0.32% 54
2024
Q4 		$725K Sell
3,306
-299
-8% -$61.2K 0.37% 48
2024
Q3 		$672K Sell
3,605
-1,924
-35% -$351K 0.37% 52
2024
Q2 		$1.07M Sell
5,529
-4,522
-45% -$831K 0.57% 40
2024
Q1 		$1.81M Buy
10,051
+5,034
+100% +$840K 1.04% 28
2023
Q4 		$762K Buy
5,017
+2,901
+137% +$407K 0.5% 45
2023
Q3 		$269K Buy
2,116
+6
+0.3% +$804 0.22% 71
2023
Q2 		$275K Sell
2,110
-38
-2% -$4.34K 0.22% 68
2023
Q1 		$222K Sell
2,148
-99
-4% -$9.56K 0.19% 72
2022
Q4 		$189K Sell
2,247
-154
-6% -$15.2K 0.17% 70
2022
Q3 		$273K Buy
2,401
+417
+21% +$52.7K 0.41% 49
2022
Q2 		$211K Buy
1,984
+384
+24% +$48.1K 0.27% 56
2022
Q1 		$261K Buy
+1,600
New +$247K 0.27% 47

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

My Personal CFO LLC's AMZN Position: Q2 2026 in Review

My Personal CFO LLC increased its Amazon (AMZN) stake by 413% in Q2 2026, buying an estimated $1.58M and bringing the position to 7,817 shares worth $1.86M. The position accounts for 0.73% of the portfolio, ranked #38.

My Personal CFO LLC first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. 3,134 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • My Personal CFO LLC held 7,817 shares of Amazon worth $1.86M as of Q2 2026.
  • My Personal CFO LLC bought 6,294 Amazon shares in Q2 2026, an estimated $1.58M.
  • Amazon made up 0.73% of My Personal CFO LLC's portfolio in Q2 2026, its #38 holding.
  • My Personal CFO LLC first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.