Symphony Financial Services’s Amazon AMZN Stock Holding History

Symphony Financial Services’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	$2.89M	Sell	12,144 -277	-2%	-$69.5K	1.3%	22
2026 Q1	$2.59M	Sell	12,421 -197	-2%	-$43.4K	1.33%	21
2025 Q4	$2.91M	Buy	12,618 +13	+0.1%	+$2.97K	1.49%	19
2025 Q3	$2.77M	Buy	12,605 +970	+8%	+$220K	1.49%	19
2025 Q2	$2.55M	Sell	11,635 -45	-0.4%	-$8.9K	1.52%	19
2025 Q1	$2.22M	Sell	11,680 -342	-3%	-$74.2K	1.45%	19
2024 Q4	$2.64M	Sell	12,022 -985	-8%	-$202K	2.12%	14
2024 Q3	$2.26M	Buy	13,007 +935	+8%	+$171K	1.92%	17
2024 Q2	$2.58M	Buy	+12,072	New	+$2.22M	2.22%	13

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Symphony Financial Services's AMZN Position: Q2 2026 in Review

Symphony Financial Services reduced its Amazon (AMZN) stake by 2.2% in Q2 2026, selling an estimated $69.5K and leaving 12,144 shares worth $2.89M. The position accounts for 1.3% of the portfolio, ranked #22.

Symphony Financial Services first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Symphony Financial Services held 12,144 shares of Amazon worth $2.89M as of Q2 2026.
Symphony Financial Services sold 277 Amazon shares in Q2 2026, an estimated $69.5K.
Amazon made up 1.3% of Symphony Financial Services's portfolio in Q2 2026, its #22 holding.
Symphony Financial Services first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Amazon position peaked at $2.91M in Q4 2025.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.