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Hofer & Associates’s Amazon AMZN Stock Holding History

Hofer & Associates’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 		$2.73M Buy
13,092
+871
+7% +$192K 1.47% 23
2025
Q4 		$2.82M Buy
12,221
+18
+0.1% +$4.12K 1.49% 24
2025
Q3 		$2.68M Buy
12,203
+1,173
+11% +$266K 1.53% 23
2025
Q2 		$2.42M Buy
11,030
+277
+3% +$54.8K 1.51% 21
2025
Q1 		$2.05M Sell
10,753
-22
-0.2% -$4.77K 1.39% 23
2024
Q4 		$2.36M Sell
10,775
-16
-0.1% -$3.27K 1.59% 21
2024
Q3 		$2.01M Sell
10,791
-61
-0.6% -$11.1K 1.39% 23
2024
Q2 		$2.1M Sell
10,852
-15
-0.1% -$2.76K 1.63% 21
2024
Q1 		$1.96M Buy
10,867
+465
+4% +$77.6K 1.65% 20
2023
Q4 		$1.58M Hold
10,402
– – 1.47% 20
2023
Q3 		$1.32M Buy
10,402
+96
+0.9% +$12.9K 1.36% 20
2023
Q2 		$1.34M Sell
10,306
-1,277
-11% -$146K 1.29% 21
2023
Q1 		$973K Hold
11,583
– – 0.97% 21
2022
Q4 		$973K Sell
11,583
-1,150
-9% -$114K 0.97% 21
2022
Q3 		$1.44M Buy
12,733
+615
+5% +$77.7K 1.55% 20
2022
Q2 		$1.29M Buy
12,118
+1,698
+16% +$212K 1.34% 21
2022
Q1 		$1.7M Buy
10,420
+960
+10% +$148K 1.49% 20
2021
Q4 		$1.58M Buy
+9,460
New +$1.62M 1.43% 19

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

Hofer & Associates's AMZN Position: Q1 2026 in Review

Hofer & Associates increased its Amazon (AMZN) stake by 7.1% in Q1 2026, buying an estimated $192K and bringing the position to 13,092 shares worth $2.73M. The position accounts for 1.47% of the portfolio, ranked #23.

Hofer & Associates first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Hofer & Associates held 13,092 shares of Amazon worth $2.73M as of Q1 2026.
  • Hofer & Associates bought 871 Amazon shares in Q1 2026, an estimated $192K.
  • Amazon made up 1.47% of Hofer & Associates's portfolio in Q1 2026, its #23 holding.
  • Hofer & Associates first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Hofer & Associates's Amazon position peaked at $2.82M in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.