AF
AMZN icon

Apexium Financial’s Amazon AMZN Stock Holding History

Apexium 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
2025
Q3 		$9.29M Sell
42,329
-654
-2% -$148K 0.45% 35
2025
Q2 		$9.43M Buy
42,983
+651
+2% +$129K 0.5% 35
2025
Q1 		$8.05M Buy
42,332
+4,435
+12% +$962K 0.48% 36
2024
Q4 		$8.31M Buy
37,897
+1,573
+4% +$322K 0.5% 28
2024
Q3 		$6.77M Buy
36,324
+732
+2% +$134K 0.45% 34
2024
Q2 		$6.88M Buy
35,592
+429
+1% +$78.8K 0.49% 29
2024
Q1 		$6.34M Sell
35,163
-127,413
-78% -$21.3M 0.48% 28
2023
Q4 		$24.7M Buy
162,576
+117,331
+259% +$16.4M 1.77% 9
2023
Q3 		$5.75M Buy
45,245
+2,107
+5% +$282K 0.58% 25
2023
Q2 		$5.62M Sell
43,138
-114
-0.3% -$13K 0.5% 26
2023
Q1 		$4.47M Buy
43,252
+128
+0.3% +$12.4K 0.44% 31
2022
Q4 		$3.62M Sell
43,124
-2,546
-6% -$251K 0.38% 35
2022
Q3 		$5.16M Buy
45,670
+30,110
+194% +$3.81M 0.64% 20
2022
Q2 		$1.65M Buy
15,560
+3,100
+25% +$388K 0.95% 23
2022
Q1 		$2.06M Hold
12,460
– – 1.08% 16
2021
Q4 		$2.08M Buy
12,460
+100
+0.8% +$17.1K 1.07% 18
2021
Q3 		$2.03M Buy
12,360
+1,600
+15% +$276K 1.17% 17
2021
Q2 		$1.85M Sell
10,760
-80
-0.7% -$13.3K 1.15% 18
2021
Q1 		$1.68M Buy
10,840
+260
+2% +$41.2K 1.23% 21
2020
Q4 		$1.72M Sell
10,580
-40
-0.4% -$6.38K 1.36% 17
2020
Q3 		$1.67M Sell
10,620
-580
-5% -$91.4K 1.35% 17
2020
Q2 		$1.54M Buy
11,200
+160
+1% +$19.3K 1.4% 18
2020
Q1 		$1.08M Sell
11,040
-960
-8% -$92.9K 1.42% 20
2019
Q4 		$1.11M Buy
+12,000
New +$1.06M 1.43% 18

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Apexium Financial's AMZN Position: Q3 2025 in Review

Apexium Financial reduced its Amazon (AMZN) stake by 1.5% in Q3 2025, selling an estimated $148K and leaving 42,329 shares worth $9.29M. The position accounts for 0.45% of the portfolio, ranked #35.

Apexium Financial first reported a position in AMZN in Q4 2019 and has held it in 24 quarters since. The position peaked at $24.7M in Q4 2023. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Apexium Financial held 42,329 shares of Amazon worth $9.29M as of Q3 2025.
  • Apexium Financial sold 654 Amazon shares in Q3 2025, an estimated $148K.
  • Amazon made up 0.45% of Apexium Financial's portfolio in Q3 2025, its #35 holding.
  • Apexium Financial first reported a position in Amazon in Q4 2019 and has held it in 24 quarters since.
  • Apexium Financial's Amazon position peaked at $24.7M in Q4 2023.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.