Coordinated Financial Services’s Amazon AMZN Stock Holding History

Coordinated 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	$1.8M	Buy	8,625 +161	+2%	+$35.4K	1.03%	20
2025 Q4	$1.95M	Buy	8,464 +572	+7%	+$131K	1.12%	19
2025 Q3	$1.73M	Sell	7,892 -105	-1%	-$23.8K	1.11%	19
2025 Q2	$1.75M	Buy	7,997 +39	+0.5%	+$7.72K	1.22%	19
2025 Q1	$1.51M	Sell	7,958 -192	-2%	-$41.7K	1.16%	21
2024 Q4	$1.79M	Buy	+8,150	New	+$1.67M	1.39%	14
2024 Q2	$1.59M	Sell	8,205 -200	-2%	-$36.7K	1.36%	16
2024 Q1	$1.52M	Buy	+8,405	New	+$1.4M	1.32%	18

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

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

Coordinated Financial Services increased its Amazon (AMZN) stake by 1.9% in Q1 2026, buying an estimated $35.4K and bringing the position to 8,625 shares worth $1.8M. The position accounts for 1.03% of the portfolio, ranked #20.

Coordinated Financial Services first reported a position in AMZN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Coordinated Financial Services held 8,625 shares of Amazon worth $1.8M as of Q1 2026.
Coordinated Financial Services bought 161 Amazon shares in Q1 2026, an estimated $35.4K.
Amazon made up 1.03% of Coordinated Financial Services's portfolio in Q1 2026, its #20 holding.
Coordinated Financial Services first reported a position in Amazon in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Amazon position peaked at $1.95M in Q4 2025.
5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.