Summit Financial Consulting’s Amazon AMZN Stock Holding History

Summit Financial Consulting’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	$527K	Sell	2,209 -10	-0.5%	-$2.51K	0.36%	27
2026 Q1	$462K	Buy	2,219 +136	+7%	+$29.9K	0.33%	28
2025 Q4	$481K	Buy	2,083 +1,039	+100%	+$238K	0.35%	26
2025 Q3	$229K	Buy	1,044 +41	+4%	+$9.28K	0.18%	39
2025 Q2	$220K	Buy	+1,003	New	+$198K	0.2%	38

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Financial Consulting's AMZN Position: Q2 2026 in Review

Summit Financial Consulting reduced its Amazon (AMZN) stake by 0.45% in Q2 2026, selling an estimated $2.51K and leaving 2,209 shares worth $527K. The position accounts for 0.36% of the portfolio, ranked #27.

Summit Financial Consulting first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Summit Financial Consulting held 2,209 shares of Amazon worth $527K as of Q2 2026.
Summit Financial Consulting sold 10 Amazon shares in Q2 2026, an estimated $2.51K.
Amazon made up 0.36% of Summit Financial Consulting's portfolio in Q2 2026, its #27 holding.
Summit Financial Consulting first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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