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Omega Financial Group’s Amazon AMZN Stock Holding History

Omega 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 		$422K Hold
1,769
– – 0.13% 67
2026
Q1 		$369K Sell
1,769
-6
-0.3% -$1.32K 0.12% 72
2025
Q4 		$410K Buy
1,775
+116
+7% +$26.5K 0.13% 74
2025
Q3 		$364K Sell
1,659
-20
-1% -$4.53K 0.12% 81
2025
Q2 		$368K Buy
1,679
+445
+36% +$88.1K 0.13% 75
2025
Q1 		$235K Buy
1,234
+87
+8% +$18.9K 0.09% 76
2024
Q4 		$252K Hold
1,147
– – 0.1% 76
2024
Q3 		$214K Sell
1,147
-5,887
-84% -$1.07M 0.08% 77
2024
Q2 		$1.36M Sell
7,034
-590
-8% -$108K 0.55% 42
2024
Q1 		$1.38M Sell
7,624
-998
-12% -$167K 0.56% 41
2023
Q4 		$1.31M Sell
8,622
-291
-3% -$40.8K 0.56% 43
2023
Q3 		$1.13M Sell
8,913
-2,334
-21% -$313K 0.55% 43
2023
Q2 		$1.47M Buy
11,247
+40
+0.4% +$4.57K 0.67% 41
2023
Q1 		$1.16M Sell
11,207
-2,750
-20% -$266K 0.53% 43
2022
Q4 		$1.04M Buy
13,957
+4,954
+55% +$489K 0.54% 45
2022
Q3 		$1.02M Sell
9,003
-480
-5% -$60.7K 0.53% 43
2022
Q2 		$1.01M Buy
9,483
+1,883
+25% +$236K 0.49% 44
2022
Q1 		$1.24M Buy
7,600
+6,200
+443% +$958K 0.54% 39
2021
Q4 		$233K Sell
1,400
-240
-15% -$41.1K 0.1% 67
2021
Q3 		$269K Hold
1,640
– – 0.13% 61
2021
Q2 		$282K Sell
1,640
-200
-11% -$33.2K 0.14% 58
2021
Q1 		$285K Buy
1,840
+200
+12% +$31.7K 0.14% 56
2020
Q4 		$267K Hold
1,640
– – 0.14% 56
2020
Q3 		$258K Hold
1,640
– – 0.16% 55
2020
Q2 		$226K Buy
+1,640
New +$198K 0.15% 60
2019
Q4 		– Sell
-2,460
Closed -$214K – 62
2019
Q3 		$214K Buy
+2,460
New +$228K 0.15% 60

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Omega Financial Group held its Amazon (AMZN) position steady in Q2 2026 at 1,769 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #67.

Omega Financial Group first reported a position in AMZN in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.47M in Q2 2023. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Omega Financial Group held 1,769 shares of Amazon worth $422K as of Q2 2026.
  • Omega Financial Group left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.13% of Omega Financial Group's portfolio in Q2 2026, its #67 holding.
  • Omega Financial Group first reported a position in Amazon in Q3 2019 and has held it in 26 quarters since.
  • Omega Financial Group's Amazon position peaked at $1.47M in Q2 2023.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.