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Sunburst Financial Group’s Amazon AMZN Stock Holding History

Sunburst Financial Group’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 		$2.54M Buy
10,639
+124
+1% +$31.1K 0.41% 31
2026
Q1 		$2.19M Buy
10,515
+491
+5% +$108K 0.4% 32
2025
Q4 		$2.31M Buy
10,024
+270
+3% +$61.8K 0.47% 30
2025
Q3 		$2.14M Buy
9,754
+539
+6% +$122K 0.45% 30
2025
Q2 		$2.02M Buy
9,215
+526
+6% +$104K 0.45% 30
2025
Q1 		$1.65M Buy
8,689
+373
+4% +$80.9K 0.41% 33
2024
Q4 		$1.82M Sell
8,316
-6
-0.1% -$1.23K 0.45% 32
2024
Q3 		$1.55M Buy
8,322
+28
+0.3% +$5.11K 0.39% 34
2024
Q2 		$1.6M Buy
8,294
+3
+0% +$551 0.43% 33
2024
Q1 		$1.5M Buy
8,291
+231
+3% +$38.6K 0.42% 34
2023
Q4 		$1.22M Buy
8,060
+311
+4% +$43.6K 0.38% 35
2023
Q3 		$985K Buy
7,749
+229
+3% +$30.7K 0.35% 38
2023
Q2 		$980K Buy
7,520
+427
+6% +$48.8K 0.34% 40
2023
Q1 		$733K Buy
7,093
+766
+12% +$74K 0.27% 43
2022
Q4 		$531K Sell
6,327
-1,093
-15% -$108K 0.21% 56
2022
Q3 		$838K Sell
7,420
-137
-2% -$17.3K 0.41% 33
2022
Q2 		$803K Buy
7,557
+1,217
+19% +$152K 0.39% 33
2022
Q1 		$1.03M Buy
6,340
+420
+7% +$64.9K 0.51% 26
2021
Q4 		$988K Buy
5,920
+1,320
+29% +$226K 0.5% 25
2021
Q3 		$757K Buy
4,600
+260
+6% +$44.8K 0.47% 22
2021
Q2 		$747K Buy
4,340
+180
+4% +$29.9K 0.48% 21
2021
Q1 		$645K Hold
4,160
– – 0.45% 25
2020
Q4 		$676K Buy
4,160
+340
+9% +$54.3K 0.51% 23
2020
Q3 		$602K Sell
3,820
-2,740
-42% -$432K 0.51% 22
2020
Q2 		$905K Buy
6,560
+480
+8% +$58K 0.82% 16
2020
Q1 		$593K Buy
6,080
+120
+2% +$11.6K 0.63% 18
2019
Q4 		$551K Buy
+5,960
New +$528K 0.48% 25

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

Sunburst Financial Group's AMZN Position: Q2 2026 in Review

Sunburst Financial Group increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 10,639 shares worth $2.54M. The position accounts for 0.41% of the portfolio, ranked #31.

Sunburst Financial Group first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sunburst Financial Group held 10,639 shares of Amazon worth $2.54M as of Q2 2026.
  • Sunburst Financial Group bought 124 Amazon shares in Q2 2026, an estimated $31.1K.
  • Amazon made up 0.41% of Sunburst Financial Group's portfolio in Q2 2026, its #31 holding.
  • Sunburst Financial Group first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.