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Great Valley Advisor Group’s Amazon AMZN Stock Holding History

Great Valley Advisor 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 		$67.5M Buy
323,964
+21,319
+7% +$4.69M 1.23% 11
2025
Q4 		$69.9M Buy
302,645
+124
+0% +$28.4K 1.34% 10
2025
Q3 		$66.4M Sell
302,521
-190
-0.1% -$43K 1.33% 10
2025
Q2 		$66.4M Sell
302,711
-25,383
-8% -$5.02M 1.47% 8
2025
Q1 		$62.4M Buy
328,094
+2,050
+0.6% +$445K 1.34% 10
2024
Q4 		$71.5M Sell
326,044
-10,129
-3% -$2.07M 1.6% 9
2024
Q3 		$62.6M Buy
336,173
+5,085
+2% +$928K 1.54% 9
2024
Q2 		$64M Buy
331,088
+5,742
+2% +$1.05M 1.79% 6
2024
Q1 		$58.7M Buy
325,346
+2,719
+0.8% +$454K 1.78% 7
2023
Q4 		$49M Buy
322,627
+10,777
+3% +$1.51M 1.72% 7
2023
Q3 		$39.6M Buy
311,850
+5,701
+2% +$764K 1.64% 8
2023
Q2 		$39.9M Buy
306,149
+2,059
+0.7% +$235K 1.67% 8
2023
Q1 		$31.4M Sell
304,090
-8,202
-3% -$792K 1.46% 7
2022
Q4 		$26.2M Buy
312,292
+9,781
+3% +$966K 1.34% 9
2022
Q3 		$34.2M Buy
302,511
+46,312
+18% +$5.85M 1.91% 3
2022
Q2 		$27.2M Buy
256,199
+127,979
+100% +$16M 1.5% 7
2022
Q1 		$21M Buy
128,220
+15,160
+13% +$2.34M 1.23% 11
2021
Q4 		$18.8M Buy
113,060
+5,040
+5% +$863K 1.16% 15
2021
Q3 		$17.7M Buy
108,020
+6,140
+6% +$1.06M 1.22% 16
2021
Q2 		$16.9M Buy
101,880
+6,100
+6% +$1.01M 1.25% 13
2021
Q1 		$14.8M Sell
95,780
-16,160
-14% -$2.56M 1.43% 10
2020
Q4 		$18.2M Buy
111,940
+2,260
+2% +$361K 1.89% 7
2020
Q3 		$17.3M Buy
109,680
+8,100
+8% +$1.28M 2.12% 7
2020
Q2 		$14M Buy
101,580
+32,600
+47% +$3.94M 2.29% 5
2020
Q1 		$6.72M Sell
68,980
-20,420
-23% -$1.98M 1.78% 8
2019
Q4 		$8.26M Buy
89,400
+14,940
+20% +$1.32M 1.84% 3
2019
Q3 		$6.46M Buy
74,460
+4,260
+6% +$395K 1.56% 7
2019
Q2 		$6.66M Buy
70,200
+12,240
+21% +$1.14M 1.67% 5
2019
Q1 		$5.16M Sell
57,960
-437,900
-88% -$36.4M 1.64% 9
2018
Q4 		$3.73M Buy
+495,860
New +$41.2M 1.39% 12

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

Great Valley Advisor Group's AMZN Position: Q1 2026 in Review

Great Valley Advisor Group increased its Amazon (AMZN) stake by 7% in Q1 2026, buying an estimated $4.69M and bringing the position to 323,964 shares worth $67.5M. The position accounts for 1.23% of the portfolio, ranked #11.

Great Valley Advisor Group first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $71.5M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Great Valley Advisor Group held 323,964 shares of Amazon worth $67.5M as of Q1 2026.
  • Great Valley Advisor Group bought 21,319 Amazon shares in Q1 2026, an estimated $4.69M.
  • Amazon made up 1.23% of Great Valley Advisor Group's portfolio in Q1 2026, its #11 holding.
  • Great Valley Advisor Group first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Amazon position peaked at $71.5M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.