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Tobias Financial Advisors’s Amazon AMZN Stock Holding History

Tobias Financial Advisors’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 		$3.33M Buy
13,953
+14
+0.1% +$3.51K 0.42% 39
2026
Q1 		$2.9M Sell
13,939
-542
-4% -$119K 0.4% 40
2025
Q4 		$3.34M Buy
14,481
+2,283
+19% +$522K 0.47% 39
2025
Q3 		$2.68M Buy
12,198
+696
+6% +$158K 0.41% 44
2025
Q2 		$2.52M Sell
11,502
-224
-2% -$44.3K 0.43% 44
2025
Q1 		$2.23M Buy
11,726
+421
+4% +$91.4K 0.43% 37
2024
Q4 		$2.48M Buy
11,305
+245
+2% +$50.1K 0.5% 36
2024
Q3 		$2.06M Sell
11,060
-574
-5% -$105K 0.41% 36
2024
Q2 		$2.25M Buy
11,634
+254
+2% +$46.7K 0.48% 33
2024
Q1 		$2.05M Buy
11,380
+1,382
+14% +$231K 0.47% 35
2023
Q4 		$1.52M Buy
9,998
+538
+6% +$75.4K 0.37% 41
2023
Q3 		$1.2M Hold
9,460
– – 0.32% 50
2023
Q2 		$1.23M Buy
9,460
+310
+3% +$35.4K 0.33% 48
2023
Q1 		$945K Buy
9,150
+1,100
+14% +$106K 0.28% 49
2022
Q4 		$676K Buy
8,050
+235
+3% +$23.2K 0.22% 57
2022
Q3 		$883K Sell
7,815
-8,298
-51% -$1.05M 0.31% 51
2022
Q2 		$1.71M Buy
16,113
+5,013
+45% +$627K 0.57% 40
2022
Q1 		$1.81M Sell
11,100
-48,340
-81% -$7.47M 0.62% 32
2021
Q4 		$9.91M Buy
59,440
+44,980
+311% +$7.7M 0.78% 44
2021
Q3 		$2.38M Buy
14,460
+200
+1% +$34.5K 0.89% 22
2021
Q2 		$2.45M Buy
14,260
+240
+2% +$39.9K 0.97% 21
2021
Q1 		$2.17M Buy
14,020
+3,820
+37% +$606K 0.92% 22
2020
Q4 		$1.66M Sell
10,200
-2,780
-21% -$444K 0.76% 30
2020
Q3 		$2.04M Buy
12,980
+300
+2% +$47.3K 1.12% 22
2020
Q2 		$1.75M Buy
12,680
+4,460
+54% +$539K 1.03% 23
2020
Q1 		$801K Buy
8,220
+1,540
+23% +$149K 0.58% 30
2019
Q4 		$617K Buy
+6,680
New +$591K 0.39% 36

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

Tobias Financial Advisors's AMZN Position: Q2 2026 in Review

Tobias Financial Advisors increased its Amazon (AMZN) stake by 0.1% in Q2 2026, buying an estimated $3.51K and bringing the position to 13,953 shares worth $3.33M. The position accounts for 0.42% of the portfolio, ranked #39.

Tobias Financial Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.91M in Q4 2021. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Tobias Financial Advisors held 13,953 shares of Amazon worth $3.33M as of Q2 2026.
  • Tobias Financial Advisors bought 14 Amazon shares in Q2 2026, an estimated $3.51K.
  • Amazon made up 0.42% of Tobias Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Tobias Financial Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Tobias Financial Advisors's Amazon position peaked at $9.91M in Q4 2021.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.