Swisher Financial Concepts’s Amazon AMZN Stock Holding History

Swisher 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	$2.33M	Sell	9,794 -8,159	-45%	-$2.05M	1.47%	15
2026 Q1	$3.74M	Buy	17,953 +819	+5%	+$180K	2.09%	16
2025 Q4	$3.95M	Sell	17,134 -915	-5%	-$209K	2.25%	15
2025 Q3	$3.96M	Buy	18,049 +65	+0.4%	+$14.7K	2.38%	15
2025 Q2	$3.95M	Buy	+17,984	New	+$3.56M	2.55%	15
2025 Q1	–	Sell	-15,795	Closed	-$3.47M	–	83
2024 Q4	$3.47M	Sell	15,795 -2,102	-12%	-$430K	4.08%	9
2024 Q3	$3.25M	Buy	+17,897	New	+$3.27M	2.05%	15
2024 Q2	–	Sell	-17,654	Closed	-$3.28M	–	82
2024 Q1	$3.28M	Buy	17,654 +216	+1%	+$36.1K	2.86%	14
2023 Q4	$2.66M	Buy	+17,438	New	+$2.44M	2.56%	12

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

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

Swisher Financial Concepts reduced its Amazon (AMZN) stake by 45% in Q2 2026, selling an estimated $2.05M and leaving 9,794 shares worth $2.33M. The position accounts for 1.47% of the portfolio, ranked #15.

Swisher Financial Concepts first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.96M in Q3 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Swisher Financial Concepts held 9,794 shares of Amazon worth $2.33M as of Q2 2026.
Swisher Financial Concepts sold 8,159 Amazon shares in Q2 2026, an estimated $2.05M.
Amazon made up 1.47% of Swisher Financial Concepts's portfolio in Q2 2026, its #15 holding.
Swisher Financial Concepts first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
Swisher Financial Concepts's Amazon position peaked at $3.96M in Q3 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.