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Greenberg Financial Group’s Amazon AMZN Stock Holding History

Greenberg Financial 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
2025
Q4 		$2.12M Buy
+9,169
New +$2.1M 0.87% 26
2025
Q2 		$3.14M Buy
13,172
+4
+0% +$792 1.16% 16
2025
Q1 		$2.74M Buy
+13,168
New +$2.86M 1.13% 18

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenberg Financial Group's AMZN Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Amazon (AMZN) in Q4 2025: 9,169 shares worth $2.12M. The stake represents 0.87% of the portfolio and ranks #26 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in AMZN as recently as Q2 2025.

Greenberg Financial Group first reported a position in AMZN in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.14M in Q2 2025. 6,098 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Greenberg Financial Group held 9,169 shares of Amazon worth $2.12M as of Q4 2025.
  • Amazon was a new Greenberg Financial Group position in Q4 2025.
  • Amazon made up 0.87% of Greenberg Financial Group's portfolio in Q4 2025, its #26 holding.
  • Greenberg Financial Group first reported a position in Amazon in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Amazon position peaked at $3.14M in Q2 2025.
  • 6,098 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.