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Carr Financial Group’s Amazon AMZN Stock Holding History

Carr 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 		– Sell
-300
Closed -$69.2K – 176
2025
Q4 		$69.2K Buy
+300
New +$68.6K 0.02% 180

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

Carr Financial Group's AMZN Position: Q1 2026 in Review

Carr Financial Group reduced its Amazon (AMZN) stake by 4.9% in Q1 2026, selling an estimated $195K and leaving 17,308 shares worth $3.6M. The position accounts for 0.95% of the portfolio, ranked #19.

Carr Financial Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.35M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Carr Financial Group held 17,308 shares of Amazon worth $3.6M as of Q1 2026.
  • Carr Financial Group sold 884 Amazon shares in Q1 2026, an estimated $195K.
  • Amazon made up 0.95% of Carr Financial Group's portfolio in Q1 2026, its #19 holding.
  • Carr Financial Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's Amazon position peaked at $4.35M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.