Horizon Family Wealth’s Amazon AMZN Stock Holding History

Horizon Family Wealth’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	$1.02M	Sell	4,878 -133	-3%	-$29.3K	0.54%	37
2025 Q4	$1.16M	Hold	5,011	–	–	0.62%	34
2025 Q3	$1.1M	Hold	5,011	–	–	0.63%	30
2025 Q2	$1.1M	Hold	5,011	–	–	0.67%	29
2025 Q1	$953K	Buy	5,011 +309	+7%	+$67.1K	0.64%	26
2024 Q4	$1.03M	Buy	4,702 +3,839	+445%	+$785K	0.69%	31
2024 Q3	$161K	Sell	863 -3,681	-81%	-$672K	0.11%	79
2024 Q2	$878K	Hold	4,544	–	–	0.67%	27
2024 Q1	$820K	Buy	4,544 +89	+2%	+$14.9K	0.63%	29
2023 Q4	$677K	Buy	4,455 +110	+3%	+$15.4K	0.57%	29
2023 Q3	$552K	Buy	4,345 +245	+6%	+$32.8K	0.53%	28
2023 Q2	$534K	Buy	4,100 +215	+6%	+$24.6K	0.51%	29
2023 Q1	$401K	Buy	3,885 +114	+3%	+$11K	0.43%	35
2022 Q4	$317K	Buy	3,771 +761	+25%	+$75.2K	0.36%	40
2022 Q3	$340K	Buy	3,010 +5	+0.2%	+$632	0.42%	38
2022 Q2	$319K	Sell	3,005 -15	-0.5%	-$1.88K	0.37%	39
2022 Q1	$492K	Buy	3,020 +1,640	+119%	+$253K	0.49%	38
2021 Q4	$230K	Buy	+1,380	New	+$236K	0.23%	43

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horizon Family Wealth's AMZN Position: Q1 2026 in Review

Horizon Family Wealth reduced its Amazon (AMZN) stake by 2.7% in Q1 2026, selling an estimated $29.3K and leaving 4,878 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #37.

Horizon Family Wealth first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Horizon Family Wealth held 4,878 shares of Amazon worth $1.02M as of Q1 2026.
Horizon Family Wealth sold 133 Amazon shares in Q1 2026, an estimated $29.3K.
Amazon made up 0.54% of Horizon Family Wealth's portfolio in Q1 2026, its #37 holding.
Horizon Family Wealth first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Horizon Family Wealth's Amazon position peaked at $1.16M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.