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Compass Financial Services’s Amazon AMZN Stock Holding History

Compass Financial Services’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
-586
Closed -$135K – 65
2025
Q4 		$135K Buy
586
+24
+4% +$5.49K 0.06% 62
2025
Q3 		$123K Hold
562
– – 0.05% 68
2025
Q2 		$123K Buy
562
+63
+13% +$12.5K 0.06% 61
2025
Q1 		$94.9K Buy
499
+7
+1% +$1.52K 0.05% 56
2024
Q4 		$108K Buy
+492
New +$101K 0.06% 49

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

Compass Financial Services's AMZN Position: Q1 2026 in Review

Compass Financial Services sold out of Amazon (AMZN) in Q1 2026, closing a stake of 586 shares — an estimated $135K sold.

Compass Financial Services first reported a position in AMZN in Q4 2024 and held it in 5 quarters. The position peaked at $135K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Compass Financial Services reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 586 Amazon shares in Q1 2026, an estimated $135K.
  • Compass Financial Services first reported a position in Amazon in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Amazon position peaked at $135K in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.