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Strategic Financial Concepts’s Amazon AMZN Stock Holding History

Strategic Financial Concepts’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 		$3.79M Sell
15,922
-5,547
-26% -$1.39M 1.13% 18
2026
Q1 		$4.48M Buy
21,469
+15,232
+244% +$3.35M 1.1% 20
2025
Q4 		$1.44M Sell
6,237
-18,731
-75% -$4.29M 1.32% 23
2025
Q3 		$5.48M Sell
24,968
-4,154
-14% -$940K 0.8% 22
2025
Q2 		$6.37M Sell
29,122
-2,881
-9% -$570K 0.9% 22
2025
Q1 		$6.09M Sell
32,003
-1,641
-5% -$356K 1.14% 20
2024
Q4 		$7.38M Buy
33,644
+12,243
+57% +$2.5M 1.42% 16
2024
Q3 		$3.99M Buy
21,401
+12,114
+130% +$2.21M 1.27% 19
2024
Q2 		$1.79M Sell
9,287
-19,404
-68% -$3.56M 1.05% 31
2024
Q1 		$5.18M Buy
28,691
+19,519
+213% +$3.26M 1.25% 17
2023
Q4 		$1.39M Sell
9,172
-18,245
-67% -$2.56M 0.83% 39
2023
Q3 		$3.49M Sell
27,417
-47
-0.2% -$6.3K 1.18% 23
2023
Q2 		$3.58M Sell
27,464
-1,492
-5% -$170K 1.32% 17
2023
Q1 		$2.99M Buy
+28,956
New +$2.8M 1.21% 22

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

Strategic Financial Concepts's AMZN Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Amazon (AMZN) stake by 26% in Q2 2026, selling an estimated $1.39M and leaving 15,922 shares worth $3.79M. The position accounts for 1.13% of the portfolio, ranked #18.

Strategic Financial Concepts first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.38M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Strategic Financial Concepts held 15,922 shares of Amazon worth $3.79M as of Q2 2026.
  • Strategic Financial Concepts sold 5,547 Amazon shares in Q2 2026, an estimated $1.39M.
  • Amazon made up 1.13% of Strategic Financial Concepts's portfolio in Q2 2026, its #18 holding.
  • Strategic Financial Concepts first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Amazon position peaked at $7.38M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.