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SS&H Financial Advisors’s Amazon AMZN Stock Holding History

SS&H 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 		$11.4M Buy
+47,805
New +$12M 2.91% 8
2025
Q4 		$9.48M Buy
41,080
+2,778
+7% +$636K 2.77% 6
2025
Q3 		$8.41M Buy
38,302
+390
+1% +$88.3K 2.56% 8
2025
Q2 		$8.32M Sell
37,912
-5,130
-12% -$1.02M 2.78% 8
2025
Q1 		$8.19M Sell
43,042
-285
-0.7% -$61.8K 3.05% 6
2024
Q4 		$9.51M Sell
43,327
-200
-0.5% -$40.9K 3.46% 5
2024
Q3 		$8.11M Hold
43,527
– – 2.95% 6
2024
Q2 		$8.41M Buy
43,527
+2,640
+6% +$485K 3.28% 5
2024
Q1 		$7.38M Sell
40,887
-400
-1% -$66.8K 3.07% 6
2023
Q4 		$6.27M Buy
41,287
+875
+2% +$123K 2.66% 7
2023
Q3 		$5.14M Buy
+40,412
New +$5.42M 2.41% 8
2023
Q1 		$4.31M Buy
41,680
+3,075
+8% +$297K 1.97% 10
2022
Q4 		$3.24M Buy
38,605
+7,830
+25% +$773K 1.54% 20
2022
Q3 		$3.48M Hold
30,775
– – 1.8% 14
2022
Q2 		$3.27M Buy
+30,775
New +$3.85M 1.51% 21

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

SS&H Financial Advisors's AMZN Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Amazon (AMZN) in Q2 2026: 47,805 shares worth $11.4M. The stake represents 2.91% of the portfolio and ranks #8 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in AMZN as recently as Q4 2025.

SS&H Financial Advisors first reported a position in AMZN in Q2 2022 and has held it in 15 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SS&H Financial Advisors held 47,805 shares of Amazon worth $11.4M as of Q2 2026.
  • Amazon was a new SS&H Financial Advisors position in Q2 2026.
  • Amazon made up 2.91% of SS&H Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • SS&H Financial Advisors first reported a position in Amazon in Q2 2022 and has held it in 15 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.