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HBK Sorce Advisory’s Amazon AMZN Stock Holding History

HBK Sorce Advisory’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 		$24.7M Buy
90,559
+1,307
+1% +$288K 0.49% 20
2025
Q4 		$18.8M Buy
89,252
+4,502
+5% +$1.03M 0.43% 24
2025
Q3 		$18.3M Buy
84,750
+2,895
+4% +$655K 0.46% 20
2025
Q2 		$18M Buy
81,855
+113
+0.1% +$22.4K 0.49% 20
2025
Q1 		$15.6M Buy
81,742
+2,338
+3% +$507K 0.46% 21
2024
Q4 		$17.4M Buy
79,404
+3,882
+5% +$794K 0.53% 20
2024
Q3 		$14.1M Sell
75,522
-950
-1% -$173K 0.43% 24
2024
Q2 		$14.8M Buy
76,472
+306
+0.4% +$56.2K 0.52% 21
2024
Q1 		$13.7M Buy
76,166
+2,610
+4% +$436K 0.49% 25
2023
Q4 		$11.2M Sell
73,556
-2,177
-3% -$305K 0.43% 23
2023
Q3 		$9.63M Buy
75,733
+332
+0.4% +$44.5K 0.42% 28
2023
Q2 		$9.83M Sell
75,401
-99
-0.1% -$11.3K 0.42% 27
2023
Q1 		$7.8M Sell
75,500
-48,320
-39% -$4.67M 0.35% 37
2022
Q4 		$10.4M Buy
123,820
+53,639
+76% +$5.3M 0.28% 51
2022
Q3 		$7.93M Buy
70,181
+17,110
+32% +$2.16M 0.53% 27
2022
Q2 		$5.64M Sell
53,071
-12,449
-19% -$1.56M 0.42% 33
2022
Q1 		$10.7M Sell
65,520
-12,500
-16% -$1.93M 0.58% 25
2021
Q4 		$13M Buy
78,020
+1,560
+2% +$267K 0.66% 22
2021
Q3 		$12.6M Buy
76,460
+60
+0.1% +$10.3K 0.69% 21
2021
Q2 		$13.1M Buy
76,400
+6,400
+9% +$1.06M 0.73% 19
2021
Q1 		$10.8M Buy
70,000
+2,320
+3% +$368K 0.65% 22
2020
Q4 		$11M Sell
67,680
-2,580
-4% -$412K 0.68% 18
2020
Q3 		$11.1M Sell
70,260
-8,560
-11% -$1.35M 0.79% 18
2020
Q2 		$10.9M Buy
78,820
+5,680
+8% +$686K 0.8% 17
2020
Q1 		$7.13M Buy
73,140
+2,020
+3% +$196K 0.69% 21
2019
Q4 		$6.57M Buy
71,120
+4,100
+6% +$363K 0.57% 26
2019
Q3 		$5.82M Sell
67,020
-700
-1% -$64.9K 0.56% 32
2019
Q2 		$6.41M Sell
67,720
-16,020
-19% -$1.49M 0.62% 30
2019
Q1 		$7.46M Buy
83,740
+2,660
+3% +$221K 0.74% 27
2018
Q4 		$6.09M Buy
81,080
+9,620
+13% +$800K 0.7% 31
2018
Q3 		$7.16M Buy
71,460
+4,520
+7% +$425K 0.81% 18
2018
Q2 		$5.69M Buy
66,940
+5,980
+10% +$475K 0.66% 27
2018
Q1 		$4.41M Buy
60,960
+1,640
+3% +$117K 0.55% 31
2017
Q4 		$3.47M Buy
59,320
+8,680
+17% +$478K 0.41% 42
2017
Q3 		$2.43M Buy
50,640
+680
+1% +$33.4K 0.37% 43
2017
Q2 		$2.42M Buy
49,960
+8,300
+20% +$396K 0.39% 41
2017
Q1 		$1.85M Sell
41,660
-1,680
-4% -$70K 0.31% 50
2016
Q4 		$1.63M Buy
43,340
+4,580
+12% +$179K 0.29% 57
2016
Q3 		$1.62M Buy
38,760
+2,560
+7% +$98K 0.32% 51
2016
Q2 		$1.29M Buy
36,200
+8,100
+29% +$274K 0.28% 62
2016
Q1 		$834K Buy
28,100
+17,920
+176% +$509K 0.2% 78
2015
Q4 		$344K Buy
+10,180
New +$321K 0.09% 149

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

HBK Sorce Advisory's AMZN Position: Q1 2026 in Review

HBK Sorce Advisory increased its Amazon (AMZN) stake by 1.5% in Q1 2026, buying an estimated $288K and bringing the position to 90,559 shares worth $24.7M. The position accounts for 0.49% of the portfolio, ranked #20.

HBK Sorce Advisory first reported a position in AMZN in Q4 2015 and has held it in 42 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • HBK Sorce Advisory held 90,559 shares of Amazon worth $24.7M as of Q1 2026.
  • HBK Sorce Advisory bought 1,307 Amazon shares in Q1 2026, an estimated $288K.
  • Amazon made up 0.49% of HBK Sorce Advisory's portfolio in Q1 2026, its #20 holding.
  • HBK Sorce Advisory first reported a position in Amazon in Q4 2015 and has held it in 42 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.