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Essex Financial Services’s Amazon AMZN Stock Holding History

Essex Financial Services’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 		$23.3M Buy
112,006
+2,526
+2% +$556K 1.31% 13
2025
Q4 		$25.3M Sell
109,480
-13,599
-11% -$3.11M 1.44% 10
2025
Q3 		$27M Sell
123,079
-133
-0.1% -$30.1K 1.62% 8
2025
Q2 		$27M Buy
123,212
+5,871
+5% +$1.16M 1.77% 8
2025
Q1 		$22.3M Sell
117,341
-2,219
-2% -$482K 1.61% 8
2024
Q4 		$26.2M Buy
119,560
+2,926
+3% +$599K 1.85% 8
2024
Q3 		$22.1M Sell
116,634
-8,234
-7% -$1.5M 1.59% 11
2024
Q2 		$20.7M Buy
124,868
+7,309
+6% +$1.34M 1.54% 10
2024
Q1 		$21.2M Buy
117,559
+6,365
+6% +$1.06M 1.96% 6
2023
Q4 		$16.9M Buy
111,194
+774
+0.7% +$108K 1.75% 7
2023
Q3 		$14M Sell
110,420
-554
-0.5% -$74.2K 1.63% 9
2023
Q2 		$14.5M Sell
110,974
-3,214
-3% -$367K 1.64% 8
2023
Q1 		$11.8M Sell
114,188
-4,276
-4% -$413K 1.24% 14
2022
Q4 		$9.95M Sell
118,464
-4,553
-4% -$450K 1.05% 16
2022
Q3 		$13.9M Buy
123,017
+964
+0.8% +$122K 1.66% 9
2022
Q2 		$13M Buy
122,053
+413
+0.3% +$51.7K 1.44% 14
2022
Q1 		$19.8M Buy
121,640
+1,740
+1% +$269K 1.9% 6
2021
Q4 		$20M Sell
119,900
-1,840
-2% -$315K 1.98% 7
2021
Q3 		$20M Buy
121,740
+15,140
+14% +$2.61M 2.29% 7
2021
Q2 		$16.5M Hold
106,600
– – 2.39% 6
2021
Q1 		$16.5M Buy
106,600
+1,620
+2% +$257K 2.96% 5
2020
Q4 		$17.1M Buy
104,980
+3,720
+4% +$594K 3.38% 3
2020
Q3 		$15.9M Buy
101,260
+11,980
+13% +$1.89M 3.91% 3
2020
Q2 		$12.3M Sell
89,280
-14,540
-14% -$1.76M 3.8% 3
2020
Q1 		$10.1M Buy
103,820
+5,480
+6% +$530K 3.61% 3
2019
Q4 		$9.09M Buy
98,340
+15,540
+19% +$1.38M 2.51% 4
2019
Q3 		$7.19M Buy
82,800
+7,420
+10% +$688K 2.32% 5
2019
Q2 		$7.14M Sell
75,380
-10,300
-12% -$959K 2.11% 10
2019
Q1 		$7.63M Sell
85,680
-7,920
-8% -$659K 2.31% 9
2018
Q4 		$7.03M Sell
93,600
-3,540
-4% -$294K 2.15% 10
2018
Q3 		$9.73M Sell
97,140
-500
-0.5% -$47K 2.14% 8
2018
Q2 		$8.3M Buy
97,640
+4,740
+5% +$376K 2% 9
2018
Q1 		$6.72M Sell
92,900
-1,380
-1% -$98.7K 1.32% 14
2017
Q4 		$5.51M Buy
94,280
+7,720
+9% +$425K 1.31% 21
2017
Q3 		$4.16M Buy
86,560
+21,620
+33% +$1.06M 1.02% 24
2017
Q2 		$3.14M Buy
64,940
+15,420
+31% +$736K 0.66% 42
2017
Q1 		$2.19M Buy
49,520
+2,440
+5% +$102K 0.5% 51
2016
Q4 		$1.76M Buy
47,080
+18,120
+63% +$710K 0.38% 69
2016
Q3 		$1.21M Buy
28,960
+4,620
+19% +$177K 0.29% 92
2016
Q2 		$871K Sell
24,340
-4,900
-17% -$166K 0.21% 109
2016
Q1 		$868K Buy
29,240
+7,680
+36% +$218K 0.22% 111
2015
Q4 		$729K Sell
21,560
-700
-3% -$22.1K 0.18% 132
2015
Q3 		$570K Buy
22,260
+2,000
+10% +$50.6K 0.15% 152
2015
Q2 		$440K Buy
20,260
+900
+5% +$18.8K 0.11% 193
2015
Q1 		$360K Buy
19,360
+260
+1% +$4.57K 0.09% 214
2014
Q4 		$296K Buy
19,100
+2,920
+18% +$45.5K 0.08% 238
2014
Q3 		$261K Sell
16,180
-320
-2% -$5.32K 0.08% 239
2014
Q2 		$268K Buy
16,500
+1,880
+13% +$29.7K 0.08% 240
2014
Q1 		$246K Buy
14,620
+860
+6% +$16K 0.08% 242
2013
Q4 		$274K Sell
13,760
-4,700
-25% -$84.5K 0.09% 219
2013
Q3 		$289 Sell
18,460
-500
-3% -$7.45K 0.09% 195
2013
Q2 		$263K Buy
+18,960
New +$253K 0.09% 207

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

Essex Financial Services's AMZN Position: Q1 2026 in Review

Essex Financial Services increased its Amazon (AMZN) stake by 2.3% in Q1 2026, buying an estimated $556K and bringing the position to 112,006 shares worth $23.3M. The position accounts for 1.31% of the portfolio, ranked #13.

Essex Financial Services first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $27M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Essex Financial Services held 112,006 shares of Amazon worth $23.3M as of Q1 2026.
  • Essex Financial Services bought 2,526 Amazon shares in Q1 2026, an estimated $556K.
  • Amazon made up 1.31% of Essex Financial Services's portfolio in Q1 2026, its #13 holding.
  • Essex Financial Services first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Amazon position peaked at $27M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.