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OMC Financial Services’s Amazon AMZN Stock Holding History

OMC 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 		$5.32M Sell
22,339
-921
-4% -$231K 1.76% 16
2026
Q1 		$4.84M Buy
23,260
+728
+3% +$160K 1.88% 15
2025
Q4 		$5.2M Sell
22,532
-490
-2% -$112K 1.94% 13
2025
Q3 		$5.05M Sell
23,022
-148
-0.6% -$33.5K 1.88% 13
2025
Q2 		$5.08M Sell
23,170
-816
-3% -$161K 2.08% 14
2025
Q1 		$4.56M Buy
23,986
+440
+2% +$95.5K 2.05% 13
2024
Q4 		$5.17M Sell
23,546
-30
-0.1% -$6.14K 2.2% 13
2024
Q3 		$4.56M Hold
23,576
– – 2.15% 13
2024
Q2 		$4.56M Buy
23,576
+1,006
+4% +$185K 2.15% 13
2024
Q1 		$4.07M Buy
+22,570
New +$3.77M 2.07% 14

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

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

OMC Financial Services reduced its Amazon (AMZN) stake by 4% in Q2 2026, selling an estimated $231K and leaving 22,339 shares worth $5.32M. The position accounts for 1.76% of the portfolio, ranked #16.

OMC Financial Services first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • OMC Financial Services held 22,339 shares of Amazon worth $5.32M as of Q2 2026.
  • OMC Financial Services sold 921 Amazon shares in Q2 2026, an estimated $231K.
  • Amazon made up 1.76% of OMC Financial Services's portfolio in Q2 2026, its #16 holding.
  • OMC Financial Services first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.