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Elm3 Financial Group’s Amazon AMZN Stock Holding History

Elm3 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 		$7.65M Sell
36,717
-158
-0.4% -$34.8K 6.46% 1
2025
Q4 		$8.51M Sell
36,875
-935
-2% -$214K 7.06% 1
2025
Q3 		$8.3M Sell
37,810
-756
-2% -$171K 6.81% 2
2025
Q2 		$8.46M Sell
38,566
-1,209
-3% -$239K 7.04% 1
2025
Q1 		$7.57M Buy
39,775
+18,976
+91% +$4.12M 6.65% 2
2024
Q4 		$4.56M Buy
+20,799
New +$4.26M 3.89% 7

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

Elm3 Financial Group's AMZN Position: Q1 2026 in Review

Elm3 Financial Group reduced its Amazon (AMZN) stake by 0.43% in Q1 2026, selling an estimated $34.8K and leaving 36,717 shares worth $7.65M. The position accounts for 6.46% of the portfolio, ranked #1.

Elm3 Financial Group first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.51M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Elm3 Financial Group held 36,717 shares of Amazon worth $7.65M as of Q1 2026.
  • Elm3 Financial Group sold 158 Amazon shares in Q1 2026, an estimated $34.8K.
  • Amazon made up 6.46% of Elm3 Financial Group's portfolio in Q1 2026, its #1 holding.
  • Elm3 Financial Group first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Amazon position peaked at $8.51M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.