Axiom Financial Strategies’s Amazon AMZN Stock Holding History

Axiom 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	$298K	Buy	1,429 +192	+16%	+$42.3K	0.1%	25
2025 Q4	$286K	Hold	1,237	–	–	0.12%	42
2025 Q3	$272K	Buy	1,237 +103	+9%	+$23.3K	0.12%	44
2025 Q2	$249K	Buy	+1,134	New	+$224K	0.14%	34
2023 Q2	–	Sell	-2,080	Closed	-$215K	–	35
2023 Q1	$215K	Buy	+2,080	New	+$201K	0.12%	35
2022 Q4	–	Sell	-9,733	Closed	-$1.1M	–	40
2022 Q3	$1.1M	Buy	9,733 +493	+5%	+$62.3K	0.58%	27
2022 Q2	$981K	Sell	9,240 -120	-1%	-$15K	0.52%	30
2022 Q1	$1.12M	Buy	9,360 +300	+3%	+$46.4K	0.56%	31
2021 Q4	$1.51M	Sell	9,060 -80	-0.9%	-$13.7K	0.69%	25
2021 Q3	$1.5M	Sell	9,140 -1,900	-17%	-$328K	0.71%	27
2021 Q2	$1.9M	Buy	11,040 +360	+3%	+$59.8K	0.88%	21
2021 Q1	$1.65M	Buy	10,680 +2,300	+27%	+$365K	0.81%	21
2020 Q4	$1.32M	Hold	8,380	–	–	0.79%	24
2020 Q3	$1.32M	Buy	8,380 +300	+4%	+$47.3K	0.79%	24
2020 Q2	$1.11M	Sell	8,080 -80	-1%	-$9.66K	0.73%	25
2020 Q1	$795K	Buy	+8,160	New	+$790K	0.64%	26

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

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

Axiom Financial Strategies increased its Amazon (AMZN) stake by 16% in Q1 2026, buying an estimated $42.3K and bringing the position to 1,429 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #25.

Axiom Financial Strategies first reported a position in AMZN in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.9M in Q2 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Axiom Financial Strategies held 1,429 shares of Amazon worth $298K as of Q1 2026.
Axiom Financial Strategies bought 192 Amazon shares in Q1 2026, an estimated $42.3K.
Amazon made up 0.1% of Axiom Financial Strategies's portfolio in Q1 2026, its #25 holding.
Axiom Financial Strategies first reported a position in Amazon in Q1 2020 and has held it in 16 quarters since.
Axiom Financial Strategies's Amazon position peaked at $1.9M in Q2 2021.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.