Succession Financial’s Amazon AMZN Stock Holding History

Succession 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 Q3	$566K	Buy	2,270 +177	+8%	+$45K	0.54%	21
2026 Q2	$499K	Buy	+2,093	New	+$525K	0.47%	22

Other funds holding AMZN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Succession Financial's AMZN Position: Q3 2026 in Review

Succession Financial increased its Amazon (AMZN) stake by 8.5% in Q3 2026, buying an estimated $45K and bringing the position to 2,270 shares worth $566K. The position accounts for 0.54% of the portfolio, ranked #21.

Succession Financial first reported a position in AMZN in Q2 2026 and has held it in 2 quarters since. 5,261 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Succession Financial held 2,270 shares of Amazon worth $566K as of Q3 2026.
Succession Financial bought 177 Amazon shares in Q3 2026, an estimated $45K.
Amazon made up 0.54% of Succession Financial's portfolio in Q3 2026, its #21 holding.
Succession Financial first reported a position in Amazon in Q2 2026 and has held it in 2 quarters since.
5,261 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.