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Copley Financial Group’s Amazon AMZN Stock Holding History

Copley 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 		$675K Sell
3,243
-187
-5% -$41.2K 0.41% 31
2025
Q4 		$792K Sell
3,430
-90
-3% -$20.6K 0.49% 28
2025
Q3 		$773K Sell
3,520
-135
-4% -$30.6K 0.53% 28
2025
Q2 		$802K Sell
3,655
-468
-11% -$92.6K 0.59% 26
2025
Q1 		$784K Buy
4,123
+24
+0.6% +$5.21K 0.6% 27
2024
Q4 		$899K Buy
4,099
+313
+8% +$64K 0.69% 22
2024
Q3 		$705K Buy
+3,786
New +$691K 0.64% 23

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

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

Copley Financial Group reduced its Amazon (AMZN) stake by 5.5% in Q1 2026, selling an estimated $41.2K and leaving 3,243 shares worth $675K. The position accounts for 0.41% of the portfolio, ranked #31.

Copley Financial Group first reported a position in AMZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $899K in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Copley Financial Group held 3,243 shares of Amazon worth $675K as of Q1 2026.
  • Copley Financial Group sold 187 Amazon shares in Q1 2026, an estimated $41.2K.
  • Amazon made up 0.41% of Copley Financial Group's portfolio in Q1 2026, its #31 holding.
  • Copley Financial Group first reported a position in Amazon in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Amazon position peaked at $899K in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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