Francis Financial’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.83M Buy
8,773
+112
+1% +$24.7K 0.34% 39
2025
Q4
$2M Sell
8,661
-2,647
-23% -$606K 0.39% 38
2025
Q3
$4.68M Sell
11,308
-9,362
-45% -$2.12M 0.83% 23
2025
Q2
$4.53M Buy
20,670
+10,542
+104% +$2.09M 1.04% 18
2025
Q1
$1.93M Sell
10,128
-6,245
-38% -$1.36M 0.47% 29
2024
Q4
$2.26M Buy
16,373
+6,381
+64% +$1.31M 0.57% 28
2024
Q3
$1.86M Buy
9,992
+256
+3% +$46.7K 0.49% 27
2024
Q2
$1.88M Buy
9,736
+1,012
+12% +$186K 0.57% 26
2024
Q1
$1.57M Sell
8,724
-118
-1% -$19.7K 0.51% 24
2023
Q4
$1.34M Buy
8,842
+753
+9% +$106K 0.58% 21
2023
Q3
$1.03M Buy
8,089
+51
+0.6% +$6.83K 0.54% 20
2023
Q2
$1.05M Sell
8,038
-259
-3% -$29.6K 0.57% 20
2023
Q1
$857K Buy
8,297
+16
+0.2% +$1.55K 0.58% 19
2022
Q4
$696K Buy
8,281
+78
+1% +$7.71K 0.65% 14
2022
Q3
$927K Buy
8,203
+300
+4% +$37.9K 0.95% 9
2022
Q2
$957K Buy
+7,903
New +$989K 0.85% 9

Other funds holding AMZN

Francis Financial's AMZN Position: Q1 2026 in Review

Francis Financial increased its Amazon (AMZN) stake by 1.3% in Q1 2026, buying an estimated $24.7K and bringing the position to 8,773 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #39.

Francis Financial first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.68M in Q3 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Francis Financial held 8,773 shares of Amazon worth $1.83M as of Q1 2026.
  • Francis Financial bought 112 Amazon shares in Q1 2026, an estimated $24.7K.
  • Amazon made up 0.34% of Francis Financial's portfolio in Q1 2026, its #39 holding.
  • Francis Financial first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • Francis Financial's Amazon position peaked at $4.68M in Q3 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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