Brogan Financial’s Amazon AMZN Stock Holding History

Brogan 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
2026 Q1	$904K	Sell	4,341 -60	-1%	-$13.2K	0.4%	13
2025 Q4	$1.02M	Sell	4,401 -398	-8%	-$91.1K	0.44%	12
2025 Q3	$1.05M	Sell	4,799 -189	-4%	-$42.8K	0.45%	11
2025 Q2	$1.09M	Buy	4,988 +783	+19%	+$155K	0.49%	10
2025 Q1	$800K	Buy	4,205 +262	+7%	+$56.9K	0.39%	14
2024 Q4	$865K	Buy	3,943 +198	+5%	+$40.5K	0.42%	11
2024 Q3	$698K	Buy	3,745 +359	+11%	+$65.5K	0.4%	17
2024 Q2	$654K	Buy	3,386 +13	+0.4%	+$2.39K	0.41%	15
2024 Q1	$608K	Buy	3,373 +500	+17%	+$83.5K	0.4%	17
2023 Q4	$437K	Sell	2,873 -100	-3%	-$14K	0.32%	21
2023 Q3	$378K	Sell	2,973 -500	-14%	-$67K	0.33%	24
2023 Q2	$453K	Hold	3,473	–	–	0.38%	16
2023 Q1	$359K	Buy	3,473 +133	+4%	+$12.8K	0.31%	25
2022 Q4	$281K	Buy	+3,340	New	+$330K	0.25%	30

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

Brogan Financial's AMZN Position: Q1 2026 in Review

Brogan Financial reduced its Amazon (AMZN) stake by 1.4% in Q1 2026, selling an estimated $13.2K and leaving 4,341 shares worth $904K. The position accounts for 0.4% of the portfolio, ranked #13.

Brogan Financial first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Brogan Financial held 4,341 shares of Amazon worth $904K as of Q1 2026.
Brogan Financial sold 60 Amazon shares in Q1 2026, an estimated $13.2K.
Amazon made up 0.4% of Brogan Financial's portfolio in Q1 2026, its #13 holding.
Brogan Financial first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Amazon position peaked at $1.09M in Q2 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.