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FRG Family Wealth Advisors’s Amazon AMZN Stock Holding History

FRG Family Wealth 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 		$34.7M Sell
166,748
-4,292
-3% -$945K 5.69% 3
2025
Q4 		$39.5M Sell
171,040
-550
-0.3% -$126K 6.13% 3
2025
Q3 		$37.7M Sell
171,590
-864
-0.5% -$196K 6.06% 3
2025
Q2 		$37.8M Sell
172,454
-2,063
-1% -$408K 6.58% 3
2025
Q1 		$33.2M Sell
174,517
-1,566
-0.9% -$340K 6.41% 3
2024
Q4 		$38.6M Sell
176,083
-13,644
-7% -$2.79M 7.01% 3
2024
Q3 		$35.4M Sell
189,727
-965
-0.5% -$176K 6.33% 3
2024
Q2 		$30.9M Buy
190,692
+200
+0.1% +$36.7K 5.98% 3
2024
Q1 		$33.3M Sell
190,492
-231
-0.1% -$38.6K 6.54% 3
2023
Q4 		$29M Buy
190,723
+1,052
+0.6% +$147K 5.88% 4
2023
Q3 		$24.1M Sell
189,671
-4,792
-2% -$642K 5.45% 4
2023
Q2 		$25.4M Buy
194,463
+2,818
+1% +$322K 5.55% 4
2023
Q1 		$19.8M Sell
191,645
-80
-0% -$7.73K 4.52% 4
2022
Q4 		$16.1M Sell
191,725
-1,520
-0.8% -$150K 3.84% 4
2022
Q3 		$21.8M Buy
193,245
+3,263
+2% +$412K 5.39% 4
2022
Q2 		$20.2M Buy
189,982
+602
+0.3% +$75.3K 4.66% 5
2022
Q1 		$30.9M Buy
189,380
+1,840
+1% +$284K 6.01% 2
2021
Q4 		$31.3M Sell
187,540
-920
-0.5% -$157K 5.83% 3
2021
Q3 		$31M Sell
188,460
-4,220
-2% -$728K 6.08% 4
2021
Q2 		$33.1M Buy
192,680
+860
+0.4% +$143K 6.29% 4
2021
Q1 		$29.7M Sell
191,820
-580
-0.3% -$91.9K 6.04% 4
2020
Q4 		$31.3M Sell
192,400
-420
-0.2% -$67K 6.82% 3
2020
Q3 		$30.4M Buy
192,820
+1,200
+0.6% +$189K 7.38% 3
2020
Q2 		$26.4M Sell
191,620
-10,300
-5% -$1.24M 6.97% 3
2020
Q1 		$19.7M Sell
201,920
-340
-0.2% -$32.9K 5.97% 4
2019
Q4 		$18.7M Sell
202,260
-3,520
-2% -$312K 4.52% 4
2019
Q3 		$17.9M Sell
205,780
-540
-0.3% -$50.1K 4.61% 4
2019
Q2 		$19.5M Buy
206,320
+4,920
+2% +$458K 5.15% 3
2019
Q1 		$17.9M Buy
201,400
+640
+0.3% +$53.3K 5.08% 3
2018
Q4 		$15.1M Sell
200,760
-5,460
-3% -$454K 4.93% 3
2018
Q3 		$20.7M Sell
206,220
-15,340
-7% -$1.44M 5.66% 2
2018
Q2 		$18.8M Buy
221,560
+82,900
+60% +$6.58M 5.63% 2
2018
Q1 		$10M Buy
138,660
+5,200
+4% +$372K 3.33% 3
2017
Q4 		$7.8M Buy
133,460
+6,740
+5% +$371K 2.52% 4
2017
Q3 		$6.09M Buy
126,720
+5,260
+4% +$258K 2.1% 9
2017
Q2 		$5.88M Buy
121,460
+9,720
+9% +$464K 2.17% 7
2017
Q1 		$4.9M Buy
111,740
+14,080
+14% +$587K 1.91% 11
2016
Q4 		$3.66M Buy
97,660
+17,660
+22% +$692K 1.53% 15
2016
Q3 		$3.35M Buy
80,000
+520
+0.7% +$19.9K 1.51% 16
2016
Q2 		$2.84M Buy
79,480
+6,840
+9% +$231K 1.29% 23
2016
Q1 		$2.17M Buy
72,640
+3,560
+5% +$101K 1.05% 28
2015
Q4 		$2.33M Buy
+69,080
New +$2.18M 1.14% 27

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

FRG Family Wealth Advisors's AMZN Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Amazon (AMZN) stake by 2.5% in Q1 2026, selling an estimated $945K and leaving 166,748 shares worth $34.7M. The position accounts for 5.69% of the portfolio, ranked #3.

FRG Family Wealth Advisors first reported a position in AMZN in Q4 2015 and has held it in 42 quarters since. The position peaked at $39.5M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • FRG Family Wealth Advisors held 166,748 shares of Amazon worth $34.7M as of Q1 2026.
  • FRG Family Wealth Advisors sold 4,292 Amazon shares in Q1 2026, an estimated $945K.
  • Amazon made up 5.69% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • FRG Family Wealth Advisors first reported a position in Amazon in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Amazon position peaked at $39.5M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.