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Financial Gravity Asset Management’s Amazon AMZN Stock Holding History

Financial Gravity Asset Management’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 		$7.91M Buy
37,979
+3,826
+11% +$842K 1.41% 19
2025
Q4 		$7.88M Buy
34,153
+1,157
+4% +$265K 1.52% 20
2025
Q3 		$7.24M Buy
+32,996
New +$7.47M 1.43% 21
2025
Q1 		$6.04M Buy
+31,726
New +$6.88M 1.32% 19
2024
Q2 		$5.81M Buy
30,073
+996
+3% +$183K 1.45% 20
2024
Q1 		$4.42M Sell
29,077
-5
-0% -$835 1.24% 21
2023
Q4 		$4.42M Buy
+29,082
New +$4.08M 1.24% 21
2021
Q3 		$4.37M Sell
6,580
-8,140
-55% -$1.4M 2.05% 8
2021
Q2 		$5.96M Buy
+14,720
New +$2.45M 2.14% 8
2020
Q4 		$1.08M Buy
+6,600
New +$1.05M 0.99% 29
2019
Q4 		$1.9M Sell
1,100
-80
-7% -$7.08K 1.31% 11
2019
Q3 		$102K Sell
1,180
-200
-14% -$18.5K 0.09% 202
2019
Q2 		$131K Sell
1,380
-260
-16% -$24.2K 0.11% 198
2019
Q1 		$149K Buy
+1,640
New +$136K 0.12% 168
2018
Q3 		$529K Sell
6,900
-140
-2% -$13.2K 0.55% 30
2018
Q2 		$665K Buy
+7,040
New +$559K 0.62% 22

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

Financial Gravity Asset Management's AMZN Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $842K and bringing the position to 37,979 shares worth $7.91M. The position accounts for 1.41% of the portfolio, ranked #19.

Financial Gravity Asset Management first reported a position in AMZN in Q2 2018 and has held it in 16 quarters since. 6,017 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Financial Gravity Asset Management held 37,979 shares of Amazon worth $7.91M as of Q1 2026.
  • Financial Gravity Asset Management bought 3,826 Amazon shares in Q1 2026, an estimated $842K.
  • Amazon made up 1.41% of Financial Gravity Asset Management's portfolio in Q1 2026, its #19 holding.
  • Financial Gravity Asset Management first reported a position in Amazon in Q2 2018 and has held it in 16 quarters since.
  • 6,017 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.