HFF
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Halter Ferguson Financial’s Amazon AMZN Stock Holding History

Halter Ferguson Financial’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 		$7.9M Buy
37,927
+32,046
+545% +$7.06M 1.73% 9
2025
Q4 		$1.36M Buy
5,881
+2,607
+80% +$596K 0.3% 22
2025
Q3 		$719K Sell
3,274
-815
-20% -$184K 0.16% 23
2025
Q2 		$897K Buy
4,089
+1,498
+58% +$296K 0.31% 20
2025
Q1 		$493K Sell
2,591
-68
-3% -$14.8K 0.25% 22
2024
Q4 		$583K Hold
2,659
– – 0.24% 23
2024
Q3 		$495K Buy
2,659
+549
+26% +$100K 0.26% 23
2024
Q2 		$408K Sell
2,110
-301
-12% -$55.3K 0.29% 21
2024
Q1 		$435K Buy
2,411
+9
+0.4% +$1.5K 0.34% 23
2023
Q4 		$365K Buy
+2,402
New +$337K 0.23% 25

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

Halter Ferguson Financial's AMZN Position: Q1 2026 in Review

Halter Ferguson Financial increased its Amazon (AMZN) stake by 545% in Q1 2026, buying an estimated $7.06M and bringing the position to 37,927 shares worth $7.9M. The position accounts for 1.73% of the portfolio, ranked #9.

Halter Ferguson Financial first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Halter Ferguson Financial held 37,927 shares of Amazon worth $7.9M as of Q1 2026.
  • Halter Ferguson Financial bought 32,046 Amazon shares in Q1 2026, an estimated $7.06M.
  • Amazon made up 1.73% of Halter Ferguson Financial's portfolio in Q1 2026, its #9 holding.
  • Halter Ferguson Financial first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Halter Ferguson Financial's 13F filing for Q1 2026, filed 28 Apr 2026.