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Bright Financial Advisors’s Amazon AMZN Stock Holding History

Bright 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 		$1.44M Sell
6,921
-86
-1% -$18.9K 0.66% 27
2025
Q4 		$1.62M Buy
7,007
+60
+0.9% +$13.7K 0.76% 24
2025
Q3 		$1.53M Buy
6,947
+86
+1% +$19.5K 0.75% 24
2025
Q2 		$1.51M Buy
6,861
+20
+0.3% +$3.96K 0.84% 24
2025
Q1 		$1.3M Buy
6,841
+1,879
+38% +$408K 0.8% 23
2024
Q4 		$1.09M Sell
4,962
-1,585
-24% -$324K 0.68% 23
2024
Q3 		$1.22M Buy
6,547
+267
+4% +$48.7K 0.78% 23
2024
Q2 		$1.21M Sell
6,280
-2
-0% -$367 0.86% 22
2024
Q1 		$1.15M Buy
+6,282
New +$1.05M 0.86% 20

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

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

Bright Financial Advisors reduced its Amazon (AMZN) stake by 1.2% in Q1 2026, selling an estimated $18.9K and leaving 6,921 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #27.

Bright Financial Advisors first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bright Financial Advisors held 6,921 shares of Amazon worth $1.44M as of Q1 2026.
  • Bright Financial Advisors sold 86 Amazon shares in Q1 2026, an estimated $18.9K.
  • Amazon made up 0.66% of Bright Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Bright Financial Advisors first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Amazon position peaked at $1.62M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.