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Symphony Financial’s Amazon AMZN Stock Holding History

Symphony 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
Q2 		$21.3M Buy
88,652
+5,269
+6% +$1.32M 2.33% 8
2026
Q1 		$17.2M Buy
83,383
+5,461
+7% +$1.2M 2.28% 7
2025
Q4 		$18.1M Sell
77,922
-12,908
-14% -$2.95M 2.43% 7
2025
Q3 		$19.9M Buy
90,830
+1,806
+2% +$409K 2.43% 8
2025
Q2 		$19.3M Buy
89,024
+69,675
+360% +$13.8M 2.52% 8
2025
Q1 		$3.34M Sell
19,349
-55,284
-74% -$12M 1.98% 14
2024
Q4 		$17.3M Sell
74,633
-3,791
-5% -$776K 2.71% 6
2024
Q3 		$14.7M Buy
78,424
+6,426
+9% +$1.17M 2.43% 10
2024
Q2 		$14.2M Buy
71,998
+13,819
+24% +$2.54M 2.6% 8
2024
Q1 		$10.5M Sell
58,179
-9,547
-14% -$1.59M 2.45% 8
2023
Q4 		$10.3M Buy
67,726
+62,042
+1,092% +$8.7M 2.22% 11
2023
Q3 		$709K Sell
5,684
-40,278
-88% -$5.4M 0.17% 96
2023
Q2 		$5.89M Sell
45,962
-274
-0.6% -$31.3K 1.45% 19
2023
Q1 		$4.72M Sell
46,236
-1,379
-3% -$133K 1.22% 23
2022
Q4 		$4.11M Sell
47,615
-3,033
-6% -$300K 1.09% 24
2022
Q3 		$5.81M Sell
50,648
-4,344
-8% -$549K 1.9% 14
2022
Q2 		$5.99M Sell
54,992
-3,188
-5% -$399K 1.77% 15
2022
Q1 		$9.08M Buy
58,180
+21,160
+57% +$3.27M 2.13% 13
2021
Q4 		$6.3M Buy
37,020
+9,280
+33% +$1.59M 1.75% 15
2021
Q3 		$4.58M Sell
27,740
-13,440
-33% -$2.32M 1.59% 13
2021
Q2 		$7.12M Sell
41,180
-82,360
-67% -$13.7M 2.42% 11
2021
Q1 		$10.6M Buy
123,540
+73,400
+146% +$11.6M 2.79% 12
2020
Q4 		$7.99M Buy
50,140
+6,560
+15% +$1.05M 2.87% 6
2020
Q3 		$6.86M Buy
43,580
+1,460
+3% +$230K 2.8% 6
2020
Q2 		$5.81M Buy
42,120
+9,400
+29% +$1.14M 2.81% 5
2020
Q1 		$3.21M Buy
+32,720
New +$3.17M 2.21% 7

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 $3.38T AUM 44.17% 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

Symphony Financial's AMZN Position: Q2 2026 in Review

Symphony Financial increased its Amazon (AMZN) stake by 6.3% in Q2 2026, buying an estimated $1.32M and bringing the position to 88,652 shares worth $21.3M. The position accounts for 2.33% of the portfolio, ranked #8.

Symphony Financial first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. 6,167 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Symphony Financial held 88,652 shares of Amazon worth $21.3M as of Q2 2026.
  • Symphony Financial bought 5,269 Amazon shares in Q2 2026, an estimated $1.32M.
  • Amazon made up 2.33% of Symphony Financial's portfolio in Q2 2026, its #8 holding.
  • Symphony Financial first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • 6,167 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.