PF
AMZN icon

Phoenix Financial’s Amazon AMZN Stock Holding History

Phoenix 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
2025
Q1 		– Sell
-11,000
Closed -$2.41K – 373
2024
Q4 		$2.41K Buy
+11,000
New +$2.25M ﹤0.01% 362
2024
Q2 		– Sell
-31,100
Closed -$5.61K – 357
2024
Q1 		$5.61K Buy
31,100
+4,500
+17% +$751K ﹤0.01% 410
2023
Q4 		$4.04K Buy
26,600
+4,500
+20% +$631K ﹤0.01% 333
2023
Q3 		$2.81M Buy
+22,100
New +$2.96M 0.05% 160

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

Phoenix Financial's AMZN Position: Q2 2026 in Review

Phoenix Financial reduced its Amazon (AMZN) stake by 28% in Q2 2026, selling an estimated $145M and leaving 1,464,242 shares worth $349M. The position accounts for 2.38% of the portfolio, ranked #8.

Phoenix Financial first reported a position in AMZN in Q3 2019 and has held it in 26 quarters since. The position peaked at $426M in Q1 2026. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Phoenix Financial held 1,464,242 shares of Amazon worth $349M as of Q2 2026.
  • Phoenix Financial sold 579,181 Amazon shares in Q2 2026, an estimated $145M.
  • Amazon made up 2.38% of Phoenix Financial's portfolio in Q2 2026, its #8 holding.
  • Phoenix Financial first reported a position in Amazon in Q3 2019 and has held it in 26 quarters since.
  • Phoenix Financial's Amazon position peaked at $426M in Q1 2026.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.