AFA
AMZN icon

Allium Financial Advisors’s Amazon AMZN Stock Holding History

Allium Financial 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 		$2.27M Hold
10,895
– – 1.82% 12
2025
Q4 		$2.51M Sell
10,895
-4
-0% -$915 1.99% 12
2025
Q3 		$2.39M Sell
10,899
-1,024
-9% -$232K 1.98% 12
2025
Q2 		$2.62M Sell
11,923
-108
-0.9% -$21.4K 2.28% 10
2025
Q1 		$2.29M Buy
+12,031
New +$2.61M 2.09% 12

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

Allium Financial Advisors's AMZN Position: Q1 2026 in Review

Allium Financial Advisors held its Amazon (AMZN) position steady in Q1 2026 at 10,895 shares worth $2.27M. The position accounts for 1.82% of the portfolio, ranked #12.

Allium Financial Advisors first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q2 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Allium Financial Advisors held 10,895 shares of Amazon worth $2.27M as of Q1 2026.
  • Allium Financial Advisors left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 1.82% of Allium Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Allium Financial Advisors first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Amazon position peaked at $2.62M in Q2 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.