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Hoge Financial Services’s Amazon AMZN Stock Holding History

Hoge Financial Services’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 		$992K Buy
4,758
+5
+0.1% +$1.1K 0.53% 22
2025
Q4 		$1.1M Buy
4,753
+192
+4% +$43.9K 0.59% 21
2025
Q3 		$1M Buy
4,561
+91
+2% +$20.6K 0.57% 20
2025
Q2 		$981K Buy
4,470
+357
+9% +$70.6K 0.61% 20
2025
Q1 		$783K Buy
4,113
+293
+8% +$63.6K 0.55% 24
2024
Q4 		$838K Buy
3,820
+1,380
+57% +$282K 0.61% 21
2024
Q3 		$455K Buy
2,440
+405
+20% +$73.9K 0.34% 32
2024
Q2 		$393K Buy
2,035
+802
+65% +$147K 0.32% 32
2024
Q1 		$222K Buy
+1,233
New +$206K 0.18% 49

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

Hoge Financial Services's AMZN Position: Q1 2026 in Review

Hoge Financial Services increased its Amazon (AMZN) stake by 0.11% in Q1 2026, buying an estimated $1.1K and bringing the position to 4,758 shares worth $992K. The position accounts for 0.53% of the portfolio, ranked #22.

Hoge Financial Services first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Hoge Financial Services held 4,758 shares of Amazon worth $992K as of Q1 2026.
  • Hoge Financial Services bought 5 Amazon shares in Q1 2026, an estimated $1.1K.
  • Amazon made up 0.53% of Hoge Financial Services's portfolio in Q1 2026, its #22 holding.
  • Hoge Financial Services first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Hoge Financial Services's Amazon position peaked at $1.1M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.