VFG
AMZN icon

Valley Financial Group’s Amazon AMZN Stock Holding History

Valley 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 		$377K Sell
1,583
-126
-7% -$31.6K 0.19% 44
2026
Q1 		$356K Buy
1,709
+25
+1% +$5.5K 0.19% 44
2025
Q4 		$389K Buy
1,684
+47
+3% +$10.8K 0.22% 42
2025
Q3 		$360K Buy
1,637
+106
+7% +$24K 0.2% 45
2025
Q2 		$336K Sell
1,531
-64
-4% -$12.7K 0.2% 43
2025
Q1 		$303K Sell
1,595
-26
-2% -$5.64K 0.2% 44
2024
Q4 		$356K Sell
1,621
-191
-11% -$39.1K 0.25% 39
2024
Q3 		$338K Sell
1,812
-142
-7% -$25.9K 0.24% 41
2024
Q2 		$378K Sell
1,954
-7
-0.4% -$1.29K 0.28% 36
2024
Q1 		$354K Buy
1,961
+143
+8% +$23.9K 0.27% 38
2023
Q4 		$276K Buy
+1,818
New +$255K 0.22% 49

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

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

Valley Financial Group reduced its Amazon (AMZN) stake by 7.4% in Q2 2026, selling an estimated $31.6K and leaving 1,583 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #44.

Valley Financial Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q4 2025. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Valley Financial Group held 1,583 shares of Amazon worth $377K as of Q2 2026.
  • Valley Financial Group sold 126 Amazon shares in Q2 2026, an estimated $31.6K.
  • Amazon made up 0.19% of Valley Financial Group's portfolio in Q2 2026, its #44 holding.
  • Valley Financial Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Amazon position peaked at $389K in Q4 2025.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.