XF
AMZN icon

XML Financial’s Amazon AMZN Stock Holding History

XML Financial’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 		$12.5M Sell
52,605
-1,152
-2% -$289K 0.91% 27
2026
Q1 		$11.2M Sell
53,757
-936
-2% -$206K 0.9% 27
2025
Q4 		$12.6M Sell
54,693
-1,436
-3% -$329K 1.03% 24
2025
Q3 		$12.3M Sell
56,129
-253
-0.4% -$57.3K 1% 24
2025
Q2 		$12.4M Buy
56,382
+1,394
+3% +$276K 1.07% 22
2025
Q1 		$10.5M Buy
54,988
+1,369
+3% +$297K 0.98% 26
2024
Q4 		$11.8M Buy
53,619
+705
+1% +$144K 1.08% 21
2024
Q3 		$9.86M Buy
52,914
+373
+0.7% +$68.1K 0.92% 28
2024
Q2 		$10.2M Buy
52,541
+1,548
+3% +$284K 1.02% 22
2024
Q1 		$9.2M Buy
50,993
+1,118
+2% +$187K 0.94% 27
2023
Q4 		$7.58M Buy
49,875
+4,484
+10% +$629K 0.8% 34
2023
Q3 		$5.77M Buy
45,391
+2,217
+5% +$297K 0.69% 47
2023
Q2 		$5.63M Sell
43,174
-343
-0.8% -$39.2K 0.65% 48
2023
Q1 		$4.49M Buy
43,517
+1,748
+4% +$169K 0.55% 58
2022
Q4 		$3.51M Buy
41,769
+822
+2% +$81.2K 0.44% 72
2022
Q3 		$4.63M Buy
40,947
+16,295
+66% +$2.06M 0.64% 50
2022
Q2 		$2.62M Sell
24,652
-2,388
-9% -$299K 0.59% 42
2022
Q1 		$4.41M Buy
27,040
+3,060
+13% +$473K 0.52% 60
2021
Q4 		$4M Buy
23,980
+320
+1% +$54.8K 0.48% 64
2021
Q3 		$3.89M Buy
23,660
+8,060
+52% +$1.39M 0.52% 59
2021
Q2 		$2.68M Buy
15,600
+920
+6% +$153K 0.59% 44
2021
Q1 		$2.27M Buy
14,680
+1,180
+9% +$187K 0.55% 47
2020
Q4 		$2.2M Buy
13,500
+1,560
+13% +$249K 0.57% 45
2020
Q3 		$1.88M Buy
11,940
+240
+2% +$37.8K 0.59% 44
2020
Q2 		$1.61M Buy
11,700
+20
+0.2% +$2.42K 0.56% 42
2020
Q1 		$1.14M Buy
11,680
+380
+3% +$36.8K 0.49% 54
2019
Q4 		$1.04M Buy
+11,300
New +$1M 0.38% 64

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

XML Financial's AMZN Position: Q2 2026 in Review

XML Financial reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $289K and leaving 52,605 shares worth $12.5M. The position accounts for 0.91% of the portfolio, ranked #27.

XML Financial first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.6M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • XML Financial held 52,605 shares of Amazon worth $12.5M as of Q2 2026.
  • XML Financial sold 1,152 Amazon shares in Q2 2026, an estimated $289K.
  • Amazon made up 0.91% of XML Financial's portfolio in Q2 2026, its #27 holding.
  • XML Financial first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Amazon position peaked at $12.6M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.