Synergy Investment Management’s Amazon AMZN Stock Holding History

Synergy Investment Management’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	$3.58M	Buy	15,129 +2,209	+17%	+$554K	0.87%	30
2026 Q1	$2.69M	Buy	12,920 +284	+2%	+$62.5K	0.88%	30
2025 Q4	$2.92M	Buy	12,636 +256	+2%	+$58.6K	1.03%	26
2025 Q3	$2.72M	Sell	12,380 -205	-2%	-$46.4K	1.04%	29
2025 Q2	$2.76M	Sell	12,585 -80	-0.6%	-$15.8K	1.66%	15
2025 Q1	$2.41M	Buy	12,665 +7,103	+128%	+$1.54M	1.01%	23
2024 Q4	$1.22M	Buy	+5,562	New	+$1.14M	0.52%	38

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

Synergy Investment Management's AMZN Position: Q2 2026 in Review

Synergy Investment Management increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $554K and bringing the position to 15,129 shares worth $3.58M. The position accounts for 0.87% of the portfolio, ranked #30.

Synergy Investment Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Synergy Investment Management held 15,129 shares of Amazon worth $3.58M as of Q2 2026.
Synergy Investment Management bought 2,209 Amazon shares in Q2 2026, an estimated $554K.
Amazon made up 0.87% of Synergy Investment Management's portfolio in Q2 2026, its #30 holding.
Synergy Investment Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.