CMC Financial Group’s Amazon AMZN Stock Holding History

CMC 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	$354K	Buy	+1,700	New	+$374K	0.69%	33
2025 Q2	–	Sell	-1,200	Closed	-$228K	–	28
2025 Q1	$228K	Sell	1,200 -3	-0.2%	-$651	0.52%	29
2024 Q4	$264K	Buy	1,203 +3	+0.3%	+$614	0.56%	17
2024 Q3	$224K	Hold	1,200	–	–	0.33%	18
2024 Q2	$232K	Buy	+1,200	New	+$220K	0.39%	16
2021 Q3	–	Sell	-1,260	Closed	-$217K	–	26
2021 Q2	$217K	Buy	+1,260	New	+$209K	0.12%	28
2019 Q4	–	Sell	-14,980	Closed	-$1.3M	–	42
2019 Q3	$1.3M	Hold	14,980	–	–	1.72%	10
2019 Q2	$1.42M	Sell	14,980 -2,800	-16%	-$261K	1.82%	6
2019 Q1	$1.58M	Buy	17,780 +1,060	+6%	+$88.2K	1.47%	10
2018 Q4	$1.26M	Buy	+16,720	New	+$1.39M	1.28%	8

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

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

CMC Financial Group opened a new position in Amazon (AMZN) in Q1 2026: 1,700 shares worth $354K. The stake represents 0.69% of the portfolio and ranks #33 among its holdings. This is a return to the name: CMC Financial Group previously reported a position in AMZN as recently as Q1 2025.

CMC Financial Group first reported a position in AMZN in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2019. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

CMC Financial Group held 1,700 shares of Amazon worth $354K as of Q1 2026.
Amazon was a new CMC Financial Group position in Q1 2026.
Amazon made up 0.69% of CMC Financial Group's portfolio in Q1 2026, its #33 holding.
CMC Financial Group first reported a position in Amazon in Q4 2018 and has held it in 10 quarters since.
CMC Financial Group's Amazon position peaked at $1.58M in Q1 2019.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.