TFS
AMZN icon

Targeted Financial Services’s Amazon AMZN Stock Holding History

Targeted 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 		$986K Buy
4,136
+1,761
+74% +$442K 0.73% 25
2026
Q1 		$495K Hold
2,375
– – 0.41% 30
2025
Q4 		$548K Buy
+2,375
New +$543K 0.47% 26

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

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

Targeted Financial Services increased its Amazon (AMZN) stake by 74% in Q2 2026, buying an estimated $442K and bringing the position to 4,136 shares worth $986K. The position accounts for 0.73% of the portfolio, ranked #25.

Targeted Financial Services first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Targeted Financial Services held 4,136 shares of Amazon worth $986K as of Q2 2026.
  • Targeted Financial Services bought 1,761 Amazon shares in Q2 2026, an estimated $442K.
  • Amazon made up 0.73% of Targeted Financial Services's portfolio in Q2 2026, its #25 holding.
  • Targeted Financial Services first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.