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HFG Wealth Management’s Amazon AMZN Stock Holding History

HFG Wealth Management’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 		$386K Hold
1,852
– – 0.21% 43
2025
Q4 		$427K Buy
1,852
+30
+2% +$6.86K 0.24% 41
2025
Q3 		$400K Buy
1,822
+35
+2% +$7.92K 0.22% 39
2025
Q2 		$340K Hold
1,787
– – 0.21% 43
2025
Q1 		$392K Sell
1,787
-97
-5% -$21K 0.24% 42
2024
Q4 		$351K Buy
1,884
+311
+20% +$63.6K 0.23% 36
2024
Q3 		$304K Hold
1,573
– – 0.19% 36
2024
Q2 		$304K Sell
1,573
-120
-7% -$22K 0.19% 36
2024
Q1 		$305K Sell
1,693
-5,027
-75% -$839K 0.18% 31
2023
Q4 		$1.02M Buy
+6,720
New +$942K 0.25% 42
2023
Q1 		$3.61M Buy
+34,920
New +$3.37M 0.75% 24

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

HFG Wealth Management's AMZN Position: Q1 2026 in Review

HFG Wealth Management held its Amazon (AMZN) position steady in Q1 2026 at 1,852 shares worth $386K. The position accounts for 0.21% of the portfolio, ranked #43.

HFG Wealth Management first reported a position in AMZN in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2023. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • HFG Wealth Management held 1,852 shares of Amazon worth $386K as of Q1 2026.
  • HFG Wealth Management left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.21% of HFG Wealth Management's portfolio in Q1 2026, its #43 holding.
  • HFG Wealth Management first reported a position in Amazon in Q1 2023 and has held it in 11 quarters since.
  • HFG Wealth Management's Amazon position peaked at $3.61M in Q1 2023.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.