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O'Donnell Financial Services’s Amazon AMZN Stock Holding History

O'Donnell Financial Services’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 		$1.23M Buy
5,179
+281
+6% +$70.5K 0.36% 31
2026
Q1 		$1.02M Buy
4,898
+110
+2% +$24.2K 0.35% 32
2025
Q4 		$1.11M Sell
4,788
-194
-4% -$44.4K 0.38% 29
2025
Q3 		$1.09M Buy
4,982
+360
+8% +$81.5K 0.39% 31
2025
Q2 		$1.01M Sell
4,622
-58
-1% -$11.5K 0.39% 29
2025
Q1 		$890K Buy
4,680
+329
+8% +$71.4K 0.37% 30
2024
Q4 		$811K Buy
4,351
+200
+5% +$40.9K 0.34% 25
2024
Q3 		$773K Hold
4,151
– – 0.31% 28
2024
Q2 		$802K Sell
4,151
-50
-1% -$9.19K 0.36% 23
2024
Q1 		$758K Buy
4,201
+153
+4% +$25.5K 0.35% 23
2023
Q4 		$615K Hold
4,048
– – 0.31% 25
2023
Q3 		$515K Sell
4,048
-200
-5% -$26.8K 0.29% 19
2023
Q2 		$554K Buy
4,248
+144
+4% +$16.4K 0.33% 11
2023
Q1 		$424K Buy
4,104
+56
+1% +$5.41K 0.76% 9
2022
Q4 		$340K Sell
4,048
-152
-4% -$15K 3.12% 8
2022
Q3 		$475K Sell
4,200
-1,500
-26% -$190K 1.65% 9
2022
Q2 		$604K Buy
5,700
+200
+4% +$25K 0.49% 16
2022
Q1 		$896K Buy
5,500
+80
+1% +$12.4K 0.41% 16
2021
Q4 		$780K Sell
5,420
-360
-6% -$61.6K 0.36% 20
2021
Q3 		$949K Buy
+5,780
New +$997K 0.46% 25

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'Donnell Financial Services's AMZN Position: Q2 2026 in Review

O'Donnell Financial Services increased its Amazon (AMZN) stake by 5.7% in Q2 2026, buying an estimated $70.5K and bringing the position to 5,179 shares worth $1.23M. The position accounts for 0.36% of the portfolio, ranked #31.

O'Donnell Financial Services first reported a position in AMZN in Q3 2021 and has held it in 20 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • O'Donnell Financial Services held 5,179 shares of Amazon worth $1.23M as of Q2 2026.
  • O'Donnell Financial Services bought 281 Amazon shares in Q2 2026, an estimated $70.5K.
  • Amazon made up 0.36% of O'Donnell Financial Services's portfolio in Q2 2026, its #31 holding.
  • O'Donnell Financial Services first reported a position in Amazon in Q3 2021 and has held it in 20 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.