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Affinity Investment Advisors’s Amazon AMZN Stock Holding History

Affinity Investment 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
Q1 		$2.16M Buy
10,387
+1,970
+23% +$434K 1.35% 18
2025
Q4 		$1.94M Buy
8,417
+5,206
+162% +$1.19M 1.29% 23
2025
Q3 		$705K Buy
+3,211
New +$727K 0.48% 67

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Affinity Investment Advisors's AMZN Position: Q1 2026 in Review

Affinity Investment Advisors increased its Amazon (AMZN) stake by 23% in Q1 2026, buying an estimated $434K and bringing the position to 10,387 shares worth $2.16M. The position accounts for 1.35% of the portfolio, ranked #18.

Affinity Investment Advisors first reported a position in AMZN in Q3 2025 and has held it in 3 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Affinity Investment Advisors held 10,387 shares of Amazon worth $2.16M as of Q1 2026.
  • Affinity Investment Advisors bought 1,970 Amazon shares in Q1 2026, an estimated $434K.
  • Amazon made up 1.35% of Affinity Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Affinity Investment Advisors first reported a position in Amazon in Q3 2025 and has held it in 3 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.