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Carbahal Olsen Financial Services Group’s Amazon AMZN Stock Holding History

Carbahal Olsen Financial Services 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
2025
Q1 		– Sell
-933
Closed -$205K – 35
2024
Q4 		$205K Buy
+933
New +$191K 0.19% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carbahal Olsen Financial Services Group's AMZN Position: Q1 2025 in Review

Carbahal Olsen Financial Services Group sold out of Amazon (AMZN) in Q1 2025, closing a stake of 933 shares — an estimated $205K sold.

Carbahal Olsen Financial Services Group first reported a position in AMZN in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Carbahal Olsen Financial Services Group reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
  • Carbahal Olsen Financial Services Group sold 933 Amazon shares in Q1 2025, an estimated $205K.
  • Carbahal Olsen Financial Services Group first reported a position in Amazon in Q4 2024 and held it in 1 quarter.
  • Carbahal Olsen Financial Services Group's Amazon position peaked at $205K in Q4 2024.
  • 5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2025, filed 6 May 2025.