RM Financial Services’s Amazon AMZN Stock Holding History

RM 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	$829K	Hold	3,479	–	–	0.62%	38
2026 Q1	$725K	Hold	3,479	–	–	0.62%	38
2025 Q4	$803K	Buy	+3,479	New	+$796K	0.71%	36

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

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

RM Financial Services held its Amazon (AMZN) position steady in Q2 2026 at 3,479 shares worth $829K. The position accounts for 0.62% of the portfolio, ranked #38.

RM Financial Services first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,120 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

RM Financial Services held 3,479 shares of Amazon worth $829K as of Q2 2026.
RM Financial Services left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.62% of RM Financial Services's portfolio in Q2 2026, its #38 holding.
RM Financial Services first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,120 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.