Optimize Financial’s Amazon AMZN Stock Holding History

Optimize Financial’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	$714K	Sell	2,995 -10	-0.3%	-$2.51K	0.26%	58
2026 Q1	$626K	Buy	3,005 +354	+13%	+$77.9K	0.31%	56
2025 Q4	$612K	Sell	2,651 -6	-0.2%	-$1.37K	0.31%	82
2025 Q3	$583K	Sell	2,657 -817	-24%	-$185K	0.3%	79
2025 Q2	$762K	Sell	3,474 -24	-0.7%	-$4.75K	0.47%	58
2025 Q1	$666K	Buy	+3,498	New	+$759K	0.25%	67

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Optimize Financial's AMZN Position: Q2 2026 in Review

Optimize Financial reduced its Amazon (AMZN) stake by 0.33% in Q2 2026, selling an estimated $2.51K and leaving 2,995 shares worth $714K. The position accounts for 0.26% of the portfolio, ranked #58.

Optimize Financial first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $762K in Q2 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Optimize Financial held 2,995 shares of Amazon worth $714K as of Q2 2026.
Optimize Financial sold 10 Amazon shares in Q2 2026, an estimated $2.51K.
Amazon made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #58 holding.
Optimize Financial first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
Optimize Financial's Amazon position peaked at $762K in Q2 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.