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Anderson Financial Strategies’s Amazon AMZN Stock Holding History

Anderson Financial Strategies’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 		– Sell
-1,660
Closed -$383K – 34
2025
Q4 		$383K Hold
1,660
– – 0.22% 35
2025
Q3 		$364K Hold
1,660
– – 0.22% 36
2025
Q2 		$364K Hold
1,660
– – 0.23% 34
2025
Q1 		$316K Buy
1,660
+1,602
+2,762% +$348K 0.19% 42
2024
Q4 		$12.7K Buy
+58
New +$11.9K 0.01% 85

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

Anderson Financial Strategies's AMZN Position: Q1 2026 in Review

Anderson Financial Strategies sold out of Amazon (AMZN) in Q1 2026, closing a stake of 1,660 shares — an estimated $383K sold.

Anderson Financial Strategies first reported a position in AMZN in Q4 2024 and held it in 5 quarters. The position peaked at $383K in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Anderson Financial Strategies reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,660 Amazon shares in Q1 2026, an estimated $383K.
  • Anderson Financial Strategies first reported a position in Amazon in Q4 2024 and held it in 5 quarters.
  • Anderson Financial Strategies's Amazon position peaked at $383K in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.