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Fi3 Financial Advisors’s Amazon AMZN Stock Holding History

Fi3 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 		$5.25M Buy
25,218
+5,273
+26% +$1.16M 1.52% 13
2025
Q4 		$4.6M Buy
19,945
+2,424
+14% +$555K 1.41% 15
2025
Q3 		$3.85M Sell
17,521
-561
-3% -$127K 1.3% 15
2025
Q2 		$3.97M Buy
18,082
+464
+3% +$91.8K 1.43% 14
2025
Q1 		$3.35M Sell
17,618
-1,003
-5% -$218K 1.36% 16
2024
Q4 		$4.09M Buy
18,621
+676
+4% +$138K 1.53% 17
2024
Q3 		$3.34M Buy
17,945
+2,001
+13% +$365K 1.33% 15
2024
Q2 		$3.08M Buy
15,944
+53
+0.3% +$9.74K 1.36% 15
2024
Q1 		$2.96M Buy
15,891
+2,917
+22% +$487K 1.36% 14
2023
Q4 		$1.97M Sell
12,974
-274
-2% -$38.4K 0.94% 16
2023
Q3 		$1.68M Buy
13,248
+1,130
+9% +$151K 0.91% 15
2023
Q2 		$1.58M Buy
12,118
+666
+6% +$76.1K 0.83% 16
2023
Q1 		$1.18M Sell
11,452
-734
-6% -$70.9K 0.63% 20
2022
Q4 		$1.02M Buy
12,186
+443
+4% +$43.8K 0.59% 23
2022
Q3 		$1.33M Buy
11,743
+934
+9% +$118K 1.21% 13
2022
Q2 		$1.19M Buy
10,809
+29
+0.3% +$3.63K 0.99% 21
2022
Q1 		$1.76M Buy
10,780
+1,080
+11% +$167K 1.37% 13
2021
Q4 		$1.62M Buy
9,700
+720
+8% +$123K 1.06% 16
2021
Q3 		$1.48M Sell
8,980
-80
-0.9% -$13.8K 0.98% 15
2021
Q2 		$1.52M Buy
9,060
+1,780
+24% +$296K 1.05% 15
2021
Q1 		$1.13M Buy
+7,280
New +$1.15M 0.97% 16

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

Fi3 Financial Advisors's AMZN Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Amazon (AMZN) stake by 26% in Q1 2026, buying an estimated $1.16M and bringing the position to 25,218 shares worth $5.25M. The position accounts for 1.52% of the portfolio, ranked #13.

Fi3 Financial Advisors first reported a position in AMZN in Q1 2021 and has held it in 21 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Fi3 Financial Advisors held 25,218 shares of Amazon worth $5.25M as of Q1 2026.
  • Fi3 Financial Advisors bought 5,273 Amazon shares in Q1 2026, an estimated $1.16M.
  • Amazon made up 1.52% of Fi3 Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • Fi3 Financial Advisors first reported a position in Amazon in Q1 2021 and has held it in 21 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.