Davies Financial Advisors’s Amazon AMZN Stock Holding History

Davies Financial Advisors’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	–	Sell	-3,572	Closed	-$824K	–	15
2025 Q4	$824K	Sell	3,572 -3,712	-51%	-$849K	1.53%	15
2025 Q3	$1.6M	Sell	7,284 -256	-3%	-$57.9K	1.3%	17
2025 Q2	$1.65M	Sell	7,540 -53	-0.7%	-$10.5K	1.28%	18
2025 Q1	$1.44M	Sell	7,593 -598	-7%	-$130K	1.23%	18
2024 Q4	$1.8M	Sell	8,191 -1,053	-11%	-$215K	1.53%	16
2024 Q3	$1.72M	Sell	9,244 -248	-3%	-$45.2K	1.5%	19
2024 Q2	$1.83M	Buy	9,492 +179	+2%	+$32.9K	1.71%	17
2024 Q1	$1.68M	Buy	+9,313	New	+$1.55M	1.71%	17

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

Davies Financial Advisors's AMZN Position: Q1 2026 in Review

Davies Financial Advisors sold out of Amazon (AMZN) in Q1 2026, closing a stake of 3,572 shares — an estimated $824K sold.

Davies Financial Advisors first reported a position in AMZN in Q1 2024 and held it in 8 quarters. The position peaked at $1.83M in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Davies Financial Advisors reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 3,572 Amazon shares in Q1 2026, an estimated $824K.
Davies Financial Advisors first reported a position in Amazon in Q1 2024 and held it in 8 quarters.
Davies Financial Advisors's Amazon position peaked at $1.83M in Q2 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.