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Quantum Financial Advisors’s Amazon AMZN Stock Holding History

Quantum Financial Advisors’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 		$5.51M Buy
23,131
+6,456
+39% +$1.62M 0.55% 36
2026
Q1 		$3.47M Sell
16,675
-2,599
-13% -$572K 0.39% 43
2025
Q4 		$4.45M Buy
19,274
+3,223
+20% +$737K 0.5% 38
2025
Q3 		$3.52M Buy
16,051
+412
+3% +$93.3K 0.43% 40
2025
Q2 		$3.43M Buy
15,639
+1,680
+12% +$332K 0.46% 39
2025
Q1 		$2.66M Sell
13,959
-1,063
-7% -$231K 0.4% 42
2024
Q4 		$3.3M Buy
15,022
+3,648
+32% +$746K 0.5% 36
2024
Q3 		$2.12M Buy
11,374
+892
+9% +$163K 0.33% 43
2024
Q2 		$2.03M Buy
10,482
+80
+0.8% +$14.7K 0.36% 45
2024
Q1 		$1.88M Buy
10,402
+1,046
+11% +$175K 0.35% 48
2023
Q4 		$1.42M Buy
9,356
+1,218
+15% +$171K 0.35% 25
2023
Q3 		$1.03M Buy
8,138
+1,983
+32% +$266K 0.3% 28
2023
Q2 		$802K Buy
6,155
+575
+10% +$65.7K 0.24% 28
2023
Q1 		$576K Buy
+5,580
New +$539K 0.18% 35
2022
Q4 		– Sell
-8,947
Closed -$1.01M – 91
2022
Q3 		$1.01M Buy
8,947
+18
+0.2% +$2.27K 0.45% 19
2022
Q2 		$1.27M Buy
+8,929
New +$1.12M 0.48% 19

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

Quantum Financial Advisors's AMZN Position: Q2 2026 in Review

Quantum Financial Advisors increased its Amazon (AMZN) stake by 39% in Q2 2026, buying an estimated $1.62M and bringing the position to 23,131 shares worth $5.51M. The position accounts for 0.55% of the portfolio, ranked #36.

Quantum Financial Advisors first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Quantum Financial Advisors held 23,131 shares of Amazon worth $5.51M as of Q2 2026.
  • Quantum Financial Advisors bought 6,456 Amazon shares in Q2 2026, an estimated $1.62M.
  • Amazon made up 0.55% of Quantum Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Quantum Financial Advisors first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.