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New England Capital Financial Advisors’s Amazon AMZN Stock Holding History

New England Capital 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 		$730K Sell
3,062
-90
-3% -$22.6K 0.17% 30
2026
Q1 		$657K Sell
3,152
-70
-2% -$15.4K 0.18% 29
2025
Q4 		$744K Sell
3,222
-114
-3% -$26.1K 0.29% 27
2025
Q3 		$732K Buy
3,336
+50
+2% +$11.3K 0.31% 26
2025
Q2 		$721K Buy
3,286
+24
+0.7% +$4.75K 0.33% 26
2025
Q1 		$621K Sell
3,262
-167
-5% -$36.2K 0.32% 25
2024
Q4 		$752K Buy
3,429
+10
+0.3% +$2.05K 0.37% 24
2024
Q3 		$637K Buy
3,419
+148
+5% +$27K 0.33% 26
2024
Q2 		$632K Buy
3,271
+28
+0.9% +$5.14K 0.35% 23
2024
Q1 		$585K Sell
3,243
-4,715
-59% -$787K 0.33% 25
2023
Q4 		$1.21M Hold
7,958
– – 0.73% 18
2023
Q3 		$1.01M Buy
7,958
+20
+0.3% +$2.68K 0.7% 20
2023
Q2 		$1.03M Hold
7,938
– – 0.68% 19
2023
Q1 		$820K Buy
7,938
+54
+0.7% +$5.22K 0.58% 20
2022
Q4 		$767K Buy
+7,884
New +$779K 0.54% 20

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

New England Capital Financial Advisors's AMZN Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $22.6K and leaving 3,062 shares worth $730K. The position accounts for 0.17% of the portfolio, ranked #30.

New England Capital Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2023. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • New England Capital Financial Advisors held 3,062 shares of Amazon worth $730K as of Q2 2026.
  • New England Capital Financial Advisors sold 90 Amazon shares in Q2 2026, an estimated $22.6K.
  • Amazon made up 0.17% of New England Capital Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • New England Capital Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Amazon position peaked at $1.21M in Q4 2023.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.