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Financial Strategies Group’s Amazon AMZN Stock Holding History

Financial Strategies 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 		$15.1M Sell
57,967
-611
-1% -$135K 2.53% 10
2025
Q4 		$14.1M Buy
58,578
+1,591
+3% +$364K 2.55% 9
2025
Q3 		$14.5M Buy
56,987
+1,163
+2% +$263K 2.76% 9
2025
Q2 		$12.6M Buy
55,824
+5,775
+12% +$1.14M 2.62% 10
2025
Q1 		$8.99M Buy
50,049
+3,723
+8% +$808K 2.13% 14
2024
Q4 		$10.1M Sell
46,326
-1,755
-4% -$359K 2.43% 10
2024
Q3 		$9.02M Buy
48,081
+1,367
+3% +$249K 2.11% 13
2024
Q2 		$9.31M Buy
46,714
+5,280
+13% +$970K 2.34% 12
2024
Q1 		$7.69M Buy
41,434
+4,097
+11% +$684K 2.07% 12
2023
Q4 		$5.86M Buy
37,337
+4,114
+12% +$577K 1.67% 15
2023
Q3 		$4.37M Buy
33,223
+1,731
+5% +$232K 1.38% 15
2023
Q2 		$4.11M Buy
31,492
+5,951
+23% +$680K 1.31% 16
2023
Q1 		$2.64M Buy
25,541
+3,190
+14% +$308K 1.02% 18
2022
Q4 		$1.88M Buy
22,351
+6,848
+44% +$676K 0.78% 23
2022
Q3 		$1.75M Buy
15,503
+1,825
+13% +$231K 0.79% 21
2022
Q2 		$1.45M Buy
13,678
+5,958
+77% +$746K 0.61% 23
2022
Q1 		$1.26M Buy
7,720
+1,140
+17% +$176K 0.5% 24
2021
Q4 		$1.1M Buy
6,580
+920
+16% +$157K 0.45% 25
2021
Q3 		$930K Buy
5,660
+520
+10% +$89.7K 0.42% 26
2021
Q2 		$884K Buy
5,140
+1,080
+27% +$179K 0.41% 25
2021
Q1 		$628K Buy
4,060
+600
+17% +$95.1K 0.33% 31
2020
Q4 		$563K Buy
3,460
+940
+37% +$150K 0.31% 30
2020
Q3 		$397K Buy
2,520
+120
+5% +$18.9K 0.27% 32
2020
Q2 		$331K Buy
2,400
+140
+6% +$16.9K 0.25% 31
2020
Q1 		$220K Buy
+2,260
New +$219K 0.2% 37

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

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

Financial Strategies Group reduced its Amazon (AMZN) stake by 1% in Q1 2026, selling an estimated $135K and leaving 57,967 shares worth $15.1M. The position accounts for 2.53% of the portfolio, ranked #10.

Financial Strategies Group first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Financial Strategies Group held 57,967 shares of Amazon worth $15.1M as of Q1 2026.
  • Financial Strategies Group sold 611 Amazon shares in Q1 2026, an estimated $135K.
  • Amazon made up 2.53% of Financial Strategies Group's portfolio in Q1 2026, its #10 holding.
  • Financial Strategies Group first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.