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Brian Low Financial Group’s Amazon AMZN Stock Holding History

Brian Low Financial Group’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 		$988K Buy
4,743
+411
+9% +$90.5K 0.67% 51
2025
Q4 		$1,000K Sell
4,332
-45
-1% -$10.3K 0.71% 46
2025
Q3 		$961K Sell
4,377
-46
-1% -$10.4K 0.75% 46
2025
Q2 		$970K Buy
+4,423
New +$875K 0.91% 25

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

Brian Low Financial Group's AMZN Position: Q1 2026 in Review

Brian Low Financial Group increased its Amazon (AMZN) stake by 9.5% in Q1 2026, buying an estimated $90.5K and bringing the position to 4,743 shares worth $988K. The position accounts for 0.67% of the portfolio, ranked #51.

Brian Low Financial Group first reported a position in AMZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1,000K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Brian Low Financial Group held 4,743 shares of Amazon worth $988K as of Q1 2026.
  • Brian Low Financial Group bought 411 Amazon shares in Q1 2026, an estimated $90.5K.
  • Amazon made up 0.67% of Brian Low Financial Group's portfolio in Q1 2026, its #51 holding.
  • Brian Low Financial Group first reported a position in Amazon in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Amazon position peaked at $1,000K in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.