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Curtis Advisory Group’s Amazon AMZN Stock Holding History

Curtis Advisory 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 		$23.7M Buy
114,032
+10,775
+10% +$2.37M 5.12% 4
2025
Q4 		$23.8M Buy
103,257
+4,480
+5% +$1.02M 5% 4
2025
Q3 		$21.7M Buy
98,777
+30,105
+44% +$6.81M 4.92% 6
2025
Q2 		$15.1M Buy
68,672
+29,350
+75% +$5.81M 3.79% 6
2025
Q1 		$7.48M Sell
39,322
-95
-0.2% -$20.6K 2.2% 12
2024
Q4 		$8.65M Sell
39,417
-34
-0.1% -$6.96K 2.29% 11
2024
Q3 		$7.35M Sell
39,451
-25
-0.1% -$4.56K 2.09% 11
2024
Q2 		$7.63M Sell
39,476
-19
-0% -$3.49K 2.69% 9
2024
Q1 		$7.12M Sell
39,495
-75
-0.2% -$12.5K 2.76% 9
2023
Q4 		$6.01M Sell
39,570
-70,300
-64% -$9.85M 2.74% 11
2023
Q3 		$14M Hold
109,870
– – 4.64% 4
2023
Q2 		$14.3M Buy
109,870
+230
+0.2% +$26.3K 4.58% 4
2023
Q1 		$11.3M Sell
109,640
-4,090
-4% -$395K 4.14% 5
2022
Q4 		$9.55M Buy
113,730
+2,030
+2% +$201K 3.82% 5
2022
Q3 		$12.6M Buy
111,700
+40
+0% +$5.06K 5.19% 5
2022
Q2 		$11.9M Buy
111,660
+4,040
+4% +$506K 4.71% 6
2022
Q1 		$17.5M Buy
107,620
+6,340
+6% +$980K 5.92% 4
2021
Q4 		$16.9M Buy
101,280
+100
+0.1% +$17.1K 5.54% 5
2021
Q3 		$16.6M Sell
101,180
-180
-0.2% -$31K 6.04% 4
2021
Q2 		$17.4M Buy
101,360
+340
+0.3% +$56.5K 7.56% 3
2021
Q1 		$15.6M Buy
101,020
+3,180
+3% +$504K 6.93% 3
2020
Q4 		$15.9M Sell
97,840
-4,660
-5% -$744K 7.76% 4
2020
Q3 		$16.1M Sell
102,500
-160
-0.2% -$25.2K 9.52% 3
2020
Q2 		$14.2M Sell
102,660
-20
-0% -$2.42K 10.16% 3
2020
Q1 		$10M Buy
102,680
+22,760
+28% +$2.2M 6.61% 6
2019
Q4 		$7.38M Buy
+79,920
New +$7.07M 4.25% 8

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

Curtis Advisory Group's AMZN Position: Q1 2026 in Review

Curtis Advisory Group increased its Amazon (AMZN) stake by 10% in Q1 2026, buying an estimated $2.37M and bringing the position to 114,032 shares worth $23.7M. The position accounts for 5.12% of the portfolio, ranked #4.

Curtis Advisory Group first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.8M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Curtis Advisory Group held 114,032 shares of Amazon worth $23.7M as of Q1 2026.
  • Curtis Advisory Group bought 10,775 Amazon shares in Q1 2026, an estimated $2.37M.
  • Amazon made up 5.12% of Curtis Advisory Group's portfolio in Q1 2026, its #4 holding.
  • Curtis Advisory Group first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Curtis Advisory Group's Amazon position peaked at $23.8M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.