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Edge Financial Advisors’s Amazon AMZN Stock Holding History

Edge 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
2025
Q4 		$427K Sell
1,848
-491
-21% -$112K 0.18% 95
2025
Q3 		$514K Buy
2,339
+101
+5% +$22.9K 0.23% 81
2025
Q2 		$492K Buy
2,238
+226
+11% +$44.7K 0.26% 67
2025
Q1 		$383K Sell
2,012
-1,761
-47% -$382K 0.24% 65
2024
Q4 		$828K Buy
3,773
+168
+5% +$34.4K 0.74% 43
2024
Q3 		$672K Buy
3,605
+1,592
+79% +$290K 0.6% 47
2024
Q2 		$389K Sell
2,013
-8,530
-81% -$1.57M 0.4% 59
2024
Q1 		$1.9M Buy
+10,543
New +$1.76M 1.67% 11

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Financial Advisors's AMZN Position: Q4 2025 in Review

Edge Financial Advisors reduced its Amazon (AMZN) stake by 21% in Q4 2025, selling an estimated $112K and leaving 1,848 shares worth $427K. The position accounts for 0.18% of the portfolio, ranked #95.

Edge Financial Advisors first reported a position in AMZN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q1 2024. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Edge Financial Advisors held 1,848 shares of Amazon worth $427K as of Q4 2025.
  • Edge Financial Advisors sold 491 Amazon shares in Q4 2025, an estimated $112K.
  • Amazon made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #95 holding.
  • Edge Financial Advisors first reported a position in Amazon in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Amazon position peaked at $1.9M in Q1 2024.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.