Abound Financial’s Amazon AMZN Stock Holding History

Abound 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 Q1	$628K	Sell	3,013 -20	-0.7%	-$4.4K	0.27%	34
2025 Q4	$700K	Buy	3,033 +570	+23%	+$130K	0.27%	34
2025 Q3	$541K	Hold	2,463	–	–	0.22%	43
2025 Q2	$540K	Hold	2,463	–	–	0.24%	42
2025 Q1	$469K	Sell	2,463 -40	-2%	-$8.68K	0.24%	40
2024 Q4	$549K	Buy	+2,503	New	+$512K	0.28%	39

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

Abound Financial's AMZN Position: Q1 2026 in Review

Abound Financial reduced its Amazon (AMZN) stake by 0.66% in Q1 2026, selling an estimated $4.4K and leaving 3,013 shares worth $628K. The position accounts for 0.27% of the portfolio, ranked #34.

Abound Financial first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $700K in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Abound Financial held 3,013 shares of Amazon worth $628K as of Q1 2026.
Abound Financial sold 20 Amazon shares in Q1 2026, an estimated $4.4K.
Amazon made up 0.27% of Abound Financial's portfolio in Q1 2026, its #34 holding.
Abound Financial first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Abound Financial's Amazon position peaked at $700K in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.