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AMZN icon

Stage Harbor Financial’s Amazon AMZN Stock Holding History

Stage Harbor Financial’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 		$572K Buy
2,400
+109
+5% +$27.4K 0.33% 34
2026
Q1 		$477K Sell
2,291
-331
-13% -$72.9K 0.32% 34
2025
Q4 		$605K Sell
2,622
-37
-1% -$8.46K 0.41% 29
2025
Q3 		$584K Sell
2,659
-17
-0.6% -$3.85K 0.43% 28
2025
Q2 		$587K Sell
2,676
-292
-10% -$57.8K 0.48% 28
2025
Q1 		$565K Sell
2,968
-278
-9% -$60.3K 0.48% 29
2024
Q4 		$712K Sell
3,246
-318
-9% -$65.1K 0.62% 21
2024
Q3 		$673K Buy
3,564
+102
+3% +$18.6K 0.61% 21
2024
Q2 		$669K Sell
3,462
-20
-0.6% -$3.67K 0.65% 19
2024
Q1 		$628K Buy
3,482
+173
+5% +$28.9K 0.57% 23
2023
Q4 		$503K Buy
+3,309
New +$464K 0.48% 24

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

Stage Harbor Financial's AMZN Position: Q2 2026 in Review

Stage Harbor Financial increased its Amazon (AMZN) stake by 4.8% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,400 shares worth $572K. The position accounts for 0.33% of the portfolio, ranked #34.

Stage Harbor Financial first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $712K in Q4 2024. 6,142 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Stage Harbor Financial held 2,400 shares of Amazon worth $572K as of Q2 2026.
  • Stage Harbor Financial bought 109 Amazon shares in Q2 2026, an estimated $27.4K.
  • Amazon made up 0.33% of Stage Harbor Financial's portfolio in Q2 2026, its #34 holding.
  • Stage Harbor Financial first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's Amazon position peaked at $712K in Q4 2024.
  • 6,142 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.