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Norris Financial Group’s Amazon AMZN Stock Holding History

Norris 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 		$4.14M Buy
17,376
+282
+2% +$70.8K 1.65% 24
2026
Q1 		$3.56M Buy
17,094
+222
+1% +$48.9K 1.16% 29
2025
Q4 		$3.89M Sell
16,872
-497
-3% -$114K 1.32% 21
2025
Q3 		$3.81M Buy
17,369
+18
+0.1% +$4.07K 1.39% 19
2025
Q2 		$3.81M Buy
17,351
+365
+2% +$72.2K 1.56% 21
2025
Q1 		$3.23M Buy
16,986
+1,263
+8% +$274K 1.51% 15
2024
Q4 		$3.45M Sell
15,723
-557
-3% -$114K 1.62% 17
2024
Q3 		$3.03M Sell
16,280
-1,685
-9% -$307K 1.49% 16
2024
Q2 		$3.47M Sell
17,965
-2,309
-11% -$424K 1.81% 13
2024
Q1 		$3.66M Sell
20,274
-3,368
-14% -$562K 2.01% 13
2023
Q4 		$3.59M Buy
23,642
+725
+3% +$102K 2.18% 13
2023
Q3 		$2.91M Buy
22,917
+240
+1% +$32.2K 2.02% 14
2023
Q2 		$2.96M Buy
22,677
+6,702
+42% +$765K 2.05% 14
2023
Q1 		$1.65M Sell
15,975
-324
-2% -$31.3K 1.21% 25
2022
Q4 		$1.37M Sell
16,299
-229
-1% -$22.6K 1.16% 26
2022
Q3 		$1.87M Buy
16,528
+63
+0.4% +$7.96K 1.71% 17
2022
Q2 		$1.75M Buy
16,465
+6,465
+65% +$809K 1.41% 22
2022
Q1 		$1.63M Hold
10,000
– – 0.98% 23
2021
Q4 		$1.67M Sell
10,000
-1,160
-10% -$199K 1.01% 26
2021
Q3 		$1.83M Sell
11,160
-160
-1% -$27.6K 1.21% 22
2021
Q2 		$1.95M Sell
11,320
-1,520
-12% -$253K 1.31% 23
2021
Q1 		$1.99M Buy
12,840
+100
+0.8% +$15.9K 1.46% 21
2020
Q4 		$2.07M Buy
12,740
+1,860
+17% +$297K 1.64% 16
2020
Q3 		$1.71M Buy
10,880
+1,880
+21% +$296K 1.45% 19
2020
Q2 		$1.24M Sell
9,000
-5,820
-39% -$703K 1.17% 20
2020
Q1 		$1.44M Buy
14,820
+12,640
+580% +$1.22M 1.61% 18
2019
Q4 		$201K Buy
+2,180
New +$193K 0.19% 52

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

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

Norris Financial Group increased its Amazon (AMZN) stake by 1.6% in Q2 2026, buying an estimated $70.8K and bringing the position to 17,376 shares worth $4.14M. The position accounts for 1.65% of the portfolio, ranked #24.

Norris Financial Group first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Norris Financial Group held 17,376 shares of Amazon worth $4.14M as of Q2 2026.
  • Norris Financial Group bought 282 Amazon shares in Q2 2026, an estimated $70.8K.
  • Amazon made up 1.65% of Norris Financial Group's portfolio in Q2 2026, its #24 holding.
  • Norris Financial Group first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.