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AMZN icon

Concorde Financial’s Amazon AMZN Stock Holding History

Concorde Financial’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 		$6.05M Buy
29,041
+489
+2% +$108K 4.75% 9
2025
Q4 		$6.81M Sell
28,552
-453
-2% -$104K 5.28% 6
2025
Q3 		$6.37M Sell
29,005
-675
-2% -$153K 3.53% 10
2025
Q2 		$6.51M Sell
29,680
-31
-0.1% -$6.13K 3.85% 7
2025
Q1 		$5.65M Buy
29,711
+267
+0.9% +$57.9K 3.12% 11
2024
Q4 		$6.46M Buy
29,444
+91
+0.3% +$18.6K 3.84% 7
2024
Q3 		$5.47M Buy
29,353
+242
+0.8% +$44.2K 3.22% 12
2024
Q2 		$5.63M Buy
29,111
+29
+0.1% +$5.33K 3.7% 10
2024
Q1 		$5.25M Buy
29,082
+35
+0.1% +$5.84K 4.77% 9
2023
Q4 		$4.41M Buy
29,047
+23,847
+459% +$3.34M 3.02% 11
2023
Q3 		$661K Sell
5,200
-23,694
-82% -$3.17M 1.13% 15
2023
Q2 		$3.77M Sell
28,894
-4
-0% -$457 2.46% 19
2023
Q1 		$2.98M Sell
28,898
-9,974
-26% -$964K 2.18% 23
2022
Q4 		$4.39M Hold
38,872
– – 2.96% 12
2022
Q3 		$4.39M Buy
+38,872
New +$4.91M 2.96% 12
2022
Q2 		– Sell
-35,560
Closed -$4.6M – 35
2022
Q1 		$4.6M Buy
35,560
+3,980
+13% +$615K 2.83% 13
2021
Q4 		$5.29M Buy
+31,580
New +$5.4M 3.32% 10

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

Concorde Financial's AMZN Position: Q1 2026 in Review

Concorde Financial increased its Amazon (AMZN) stake by 1.7% in Q1 2026, buying an estimated $108K and bringing the position to 29,041 shares worth $6.05M. The position accounts for 4.75% of the portfolio, ranked #9.

Concorde Financial first reported a position in AMZN in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.81M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Concorde Financial held 29,041 shares of Amazon worth $6.05M as of Q1 2026.
  • Concorde Financial bought 489 Amazon shares in Q1 2026, an estimated $108K.
  • Amazon made up 4.75% of Concorde Financial's portfolio in Q1 2026, its #9 holding.
  • Concorde Financial first reported a position in Amazon in Q4 2021 and has held it in 17 quarters since.
  • Concorde Financial's Amazon position peaked at $6.81M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Concorde Financial's 13F filing for Q1 2026, filed 15 May 2026.