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Delta Financial Advisors’s Amazon AMZN Stock Holding History

Delta 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 		$6.88M Buy
33,019
+750
+2% +$165K 1.79% 12
2025
Q4 		$7.45M Buy
32,269
+1,345
+4% +$308K 1.94% 10
2025
Q3 		$6.79M Buy
30,924
+3,177
+11% +$719K 1.92% 11
2025
Q2 		$6.09M Sell
27,747
-660
-2% -$131K 2.14% 10
2025
Q1 		$5.4M Buy
28,407
+789
+3% +$171K 2.03% 10
2024
Q4 		$6.06M Buy
27,618
+633
+2% +$130K 2.25% 8
2024
Q3 		$5.03M Sell
26,985
-255
-0.9% -$46.5K 1.83% 11
2024
Q2 		$5.26M Buy
27,240
+125
+0.5% +$23K 2.04% 10
2024
Q1 		$4.89M Buy
27,115
+645
+2% +$108K 1.94% 12
2023
Q4 		$4.02M Buy
26,470
+4,600
+21% +$645K 1.74% 12
2023
Q3 		$2.78M Buy
21,870
+110
+0.5% +$14.7K 1.25% 23
2023
Q2 		$2.84M Buy
21,760
+3,796
+21% +$433K 1.25% 22
2023
Q1 		$1.86M Buy
17,964
+70
+0.4% +$6.76K 0.89% 41
2022
Q4 		$1.5M Sell
17,894
-10,366
-37% -$1.02M 0.73% 49
2022
Q3 		$3.19M Sell
28,260
-20
-0.1% -$2.53K 1.7% 12
2022
Q2 		$3M Buy
28,280
+6,540
+30% +$818K 1.5% 15
2022
Q1 		$3.54M Hold
21,740
– – 1.51% 14
2021
Q4 		$3.62M Buy
21,740
+120
+0.6% +$20.5K 1.48% 16
2021
Q3 		$3.55M Buy
21,620
+980
+5% +$169K 1.58% 11
2021
Q2 		$3.55M Buy
20,640
+200
+1% +$33.2K 1.56% 11
2021
Q1 		$3.16M Buy
20,440
+500
+3% +$79.3K 1.48% 15
2020
Q4 		$3.25M Buy
19,940
+1,760
+10% +$281K 1.63% 11
2020
Q3 		$2.86M Buy
18,180
+400
+2% +$63.1K 1.58% 13
2020
Q2 		$2.45M Sell
17,780
-920
-5% -$111K 1.44% 15
2020
Q1 		$1.82M Buy
18,700
+4,140
+28% +$401K 1.25% 27
2019
Q4 		$1.34M Buy
14,560
+1,560
+12% +$138K 0.53% 65
2019
Q3 		$1.13M Buy
13,000
+1,940
+18% +$180K 0.46% 71
2019
Q2 		$1.05M Buy
+11,060
New +$1.03M 0.43% 72

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

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

Delta Financial Advisors increased its Amazon (AMZN) stake by 2.3% in Q1 2026, buying an estimated $165K and bringing the position to 33,019 shares worth $6.88M. The position accounts for 1.79% of the portfolio, ranked #12.

Delta Financial Advisors first reported a position in AMZN in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.45M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Delta Financial Advisors held 33,019 shares of Amazon worth $6.88M as of Q1 2026.
  • Delta Financial Advisors bought 750 Amazon shares in Q1 2026, an estimated $165K.
  • Amazon made up 1.79% of Delta Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Delta Financial Advisors first reported a position in Amazon in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Amazon position peaked at $7.45M in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.