Concord Asset Management (Virginia)’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.38M Buy
40,260
+1,024
+3% +$225K 1.42% 18
2025
Q4
$9.06M Buy
39,236
+666
+2% +$152K 1.57% 14
2025
Q3
$8.47M Sell
38,570
-5,530
-13% -$1.25M 1.54% 15
2025
Q2
$9.68M Buy
44,100
+7,121
+19% +$1.41M 1.46% 16
2025
Q1
$6.68M Sell
36,979
-4,222
-10% -$916K 1.47% 17
2024
Q4
$9.04M Buy
41,201
+4,031
+11% +$825K 1.99% 15
2024
Q3
$6.93M Buy
37,170
+3,954
+12% +$721K 1.57% 17
2024
Q2
$6.42M Buy
33,216
+4,055
+14% +$745K 1.59% 15
2024
Q1
$5.26M Buy
29,161
+3,717
+15% +$620K 1.38% 18
2023
Q4
$3.87M Buy
25,444
+10,641
+72% +$1.49M 1.14% 22
2023
Q3
$1.88M Buy
14,803
+1,625
+12% +$218K 0.63% 31
2023
Q2
$1.72M Buy
13,178
+725
+6% +$82.8K 0.61% 30
2023
Q1
$1.29M Buy
12,453
+4,257
+52% +$411K 0.53% 28
2022
Q4
$688K Buy
8,196
+1,841
+29% +$182K 0.46% 28
2022
Q3
$718K Hold
6,355
0.56% 27
2022
Q2
$675K Buy
6,355
+435
+7% +$54.4K 0.49% 28
2022
Q1
$964K Buy
5,920
+160
+3% +$24.7K 0.64% 23
2021
Q4
$959K Buy
+5,760
New +$986K 0.64% 21

Other funds holding AMZN

Concord Asset Management (Virginia)'s AMZN Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Amazon (AMZN) stake by 2.6% in Q1 2026, buying an estimated $225K and bringing the position to 40,260 shares worth $8.38M. The position accounts for 1.42% of the portfolio, ranked #18.

Concord Asset Management (Virginia) first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.68M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Concord Asset Management (Virginia) held 40,260 shares of Amazon worth $8.38M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 1,024 Amazon shares in Q1 2026, an estimated $225K.
  • Amazon made up 1.42% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #18 holding.
  • Concord Asset Management (Virginia) first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Concord Asset Management (Virginia)'s Amazon position peaked at $9.68M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.