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Richardson Financial Services’s Amazon AMZN Stock Holding History

Richardson 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 		$2.5M Buy
10,504
+778
+8% +$195K 1.42% 15
2026
Q1 		$2.03M Buy
9,726
+224
+2% +$49.3K 1.27% 15
2025
Q4 		$2.19M Buy
9,502
+352
+4% +$80.5K 0.71% 16
2025
Q3 		$2.01M Buy
9,150
+456
+5% +$103K 1.25% 15
2025
Q2 		$1.92M Buy
8,694
+217
+3% +$42.9K 1.29% 14
2025
Q1 		$1.61M Sell
8,477
-4
-0% -$868 1.23% 14
2024
Q4 		$1.88M Sell
8,481
-39
-0.5% -$7.98K 1.32% 14
2024
Q3 		$1.65M Buy
8,520
+32
+0.4% +$5.84K 1.05% 18
2024
Q2 		$1.64M Sell
8,488
-652
-7% -$120K 1.18% 15
2024
Q1 		$1.65M Buy
9,140
+869
+11% +$145K 1.16% 15
2023
Q4 		$1.26M Buy
+8,271
New +$1.16M 1.1% 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

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

Richardson Financial Services increased its Amazon (AMZN) stake by 8% in Q2 2026, buying an estimated $195K and bringing the position to 10,504 shares worth $2.5M. The position accounts for 1.42% of the portfolio, ranked #15.

Richardson Financial Services first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Richardson Financial Services held 10,504 shares of Amazon worth $2.5M as of Q2 2026.
  • Richardson Financial Services bought 778 Amazon shares in Q2 2026, an estimated $195K.
  • Amazon made up 1.42% of Richardson Financial Services's portfolio in Q2 2026, its #15 holding.
  • Richardson Financial Services first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.