SFSG
AMZN icon

Sound Financial Strategies Group’s Amazon AMZN Stock Holding History

Sound Financial Strategies Group’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 		$392K Hold
1,646
– – 0.25% 56
2026
Q1 		$343K Buy
1,646
+121
+8% +$26.6K 0.23% 63
2025
Q4 		$352K Buy
1,525
+399
+35% +$91.3K 0.25% 98
2025
Q3 		$247K Buy
+1,126
New +$255K 0.18% 98

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

Sound Financial Strategies Group's AMZN Position: Q2 2026 in Review

Sound Financial Strategies Group held its Amazon (AMZN) position steady in Q2 2026 at 1,646 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #56.

Sound Financial Strategies Group first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sound Financial Strategies Group held 1,646 shares of Amazon worth $392K as of Q2 2026.
  • Sound Financial Strategies Group left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.25% of Sound Financial Strategies Group's portfolio in Q2 2026, its #56 holding.
  • Sound Financial Strategies Group first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.