ABLE Financial Group’s Amazon AMZN Stock Holding History

ABLE 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 Q1	$5.79M	Sell	27,815 -821	-3%	-$181K	1.13%	22
2025 Q4	$6.61M	Buy	28,636 +3,137	+12%	+$718K	1.34%	22
2025 Q3	$5.6M	Sell	25,499 -71	-0.3%	-$16.1K	1.21%	23
2025 Q2	$5.61M	Buy	25,570 +803	+3%	+$159K	1.35%	21
2025 Q1	$4.71M	Buy	24,767 +1,208	+5%	+$262K	1.32%	20
2024 Q4	$5.17M	Buy	23,559 +745	+3%	+$152K	1.53%	15
2024 Q3	$4.25M	Buy	22,814 +187	+0.8%	+$34.1K	1.31%	22
2024 Q2	$4.37M	Buy	22,627 +147	+0.7%	+$27K	1.58%	16
2024 Q1	$4.05M	Buy	22,480 +324	+1%	+$54.1K	1.59%	16
2023 Q4	$3.37M	Buy	22,156 +1,100	+5%	+$154K	1.45%	18
2023 Q3	$2.68M	Sell	21,056 -354	-2%	-$47.4K	1.34%	21
2023 Q2	$2.79M	Buy	21,410 +1,564	+8%	+$179K	1.44%	16
2023 Q1	$2.05M	Buy	+19,846	New	+$1.92M	1.34%	19

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ABLE Financial Group's AMZN Position: Q1 2026 in Review

ABLE Financial Group reduced its Amazon (AMZN) stake by 2.9% in Q1 2026, selling an estimated $181K and leaving 27,815 shares worth $5.79M. The position accounts for 1.13% of the portfolio, ranked #22.

ABLE Financial Group first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.61M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

ABLE Financial Group held 27,815 shares of Amazon worth $5.79M as of Q1 2026.
ABLE Financial Group sold 821 Amazon shares in Q1 2026, an estimated $181K.
Amazon made up 1.13% of ABLE Financial Group's portfolio in Q1 2026, its #22 holding.
ABLE Financial Group first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
ABLE Financial Group's Amazon position peaked at $6.61M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.