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Elser Financial Planning’s Amazon AMZN Stock Holding History

Elser Financial Planning’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
-8,142
Closed -$1.88M – 134
2025
Q4 		$1.88M Buy
8,142
+1,632
+25% +$373K 1.36% 15
2025
Q3 		$1.45M Buy
6,510
+40
+0.6% +$9.05K 1.74% 14
2025
Q2 		$1.42M Buy
6,470
+494
+8% +$97.8K 1.77% 13
2025
Q1 		$1.14M Buy
5,976
+909
+18% +$197K 1.57% 14
2024
Q4 		$1.11M Buy
5,067
+289
+6% +$59.1K 0.07% 35
2024
Q3 		$890K Buy
4,778
+430
+10% +$78.5K 1.29% 17
2024
Q2 		$840K Buy
+4,348
New +$799K 0.14% 37

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Elser Financial Planning's AMZN Position: Q1 2026 in Review

Elser Financial Planning sold out of Amazon (AMZN) in Q1 2026, closing a stake of 8,142 shares — an estimated $1.88M sold.

Elser Financial Planning first reported a position in AMZN in Q2 2024 and held it in 7 quarters. The position peaked at $1.88M in Q4 2025. 6,010 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Elser Financial Planning reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Elser Financial Planning sold 8,142 Amazon shares in Q1 2026, an estimated $1.88M.
  • Elser Financial Planning first reported a position in Amazon in Q2 2024 and held it in 7 quarters.
  • Elser Financial Planning's Amazon position peaked at $1.88M in Q4 2025.
  • 6,010 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.