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O'Connor Financial Group’s Amazon AMZN Stock Holding History

O'Connor 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 		$889K Buy
3,730
+403
+12% +$101K 0.31% 35
2026
Q1 		$693K Buy
3,327
+41
+1% +$9.03K 0.28% 35
2025
Q4 		$786K Buy
3,286
+91
+3% +$20.8K 0.31% 34
2025
Q3 		$702K Buy
3,195
+114
+4% +$25.8K 0.29% 34
2025
Q2 		$688K Buy
3,081
+224
+8% +$44.3K 0.3% 35
2025
Q1 		$544K Buy
2,857
+238
+9% +$51.6K 0.28% 35
2024
Q4 		$575K Buy
2,619
+83
+3% +$17K 0.3% 33
2024
Q3 		$473K Buy
2,536
+55
+2% +$10K 0.25% 34
2024
Q2 		$479K Buy
2,481
+26
+1% +$4.78K 0.28% 33
2024
Q1 		$443K Sell
2,455
-2
-0.1% -$334 0.26% 31
2023
Q4 		$373K Buy
2,457
+104
+4% +$14.6K 0.23% 43
2023
Q3 		$299K Buy
2,353
+95
+4% +$12.7K 0.2% 46
2023
Q2 		$294K Buy
2,258
+303
+15% +$34.6K 0.2% 46
2023
Q1 		$202K Buy
+1,955
New +$189K 0.15% 51

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

O'Connor Financial Group's AMZN Position: Q2 2026 in Review

O'Connor Financial Group increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $101K and bringing the position to 3,730 shares worth $889K. The position accounts for 0.31% of the portfolio, ranked #35.

O'Connor Financial Group first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • O'Connor Financial Group held 3,730 shares of Amazon worth $889K as of Q2 2026.
  • O'Connor Financial Group bought 403 Amazon shares in Q2 2026, an estimated $101K.
  • Amazon made up 0.31% of O'Connor Financial Group's portfolio in Q2 2026, its #35 holding.
  • O'Connor Financial Group first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.