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Synergy Financial Group’s Amazon AMZN Stock Holding History

Synergy 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 		$9.56M Sell
40,112
-715
-2% -$179K 6.88% 2
2026
Q1 		$8.5M Sell
40,827
-703
-2% -$155K 6.39% 3
2025
Q4 		$9.59M Sell
41,530
-1,235
-3% -$283K 6.74% 3
2025
Q3 		$9.39M Buy
42,765
+1,915
+5% +$433K 6.33% 4
2025
Q2 		$8.96M Buy
40,850
+1,051
+3% +$208K 6.6% 3
2025
Q1 		$7.57M Sell
39,799
-1,422
-3% -$309K 6.8% 1
2024
Q4 		$9.04M Sell
41,221
-1,072
-3% -$219K 7.54% 1
2024
Q3 		$7.88M Buy
42,293
+61
+0.1% +$11.1K 7.48% 3
2024
Q2 		$8.16M Sell
42,232
-33
-0.1% -$6.06K 8.55% 2
2024
Q1 		$7.62M Sell
42,265
-154
-0.4% -$25.7K 8.59% 2
2023
Q4 		$6.45M Sell
42,419
-385
-0.9% -$54K 7.9% 2
2023
Q3 		$5.44M Sell
42,804
-370
-0.9% -$49.6K 7.6% 2
2023
Q2 		$5.63M Buy
43,174
+3,307
+8% +$378K 7.59% 2
2023
Q1 		$4.12M Sell
39,867
-1,183
-3% -$114K 6.7% 2
2022
Q4 		$3.45M Sell
41,050
-4,919
-11% -$486K 6.81% 2
2022
Q3 		$5.19M Buy
45,969
+2,118
+5% +$268K 7.78% 1
2022
Q2 		$4.66M Sell
43,851
-469
-1% -$58.7K 7.3% 1
2022
Q1 		$7.22M Buy
44,320
+1,860
+4% +$287K 7.59% 1
2021
Q4 		$7.08M Buy
+42,460
New +$7.27M 6.35% 2

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

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

Synergy Financial Group reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $179K and leaving 40,112 shares worth $9.56M. The position accounts for 6.88% of the portfolio, ranked #2.

Synergy Financial Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.59M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Synergy Financial Group held 40,112 shares of Amazon worth $9.56M as of Q2 2026.
  • Synergy Financial Group sold 715 Amazon shares in Q2 2026, an estimated $179K.
  • Amazon made up 6.88% of Synergy Financial Group's portfolio in Q2 2026, its #2 holding.
  • Synergy Financial Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Amazon position peaked at $9.59M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.