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Houlihan Financial Resource Group’s Amazon AMZN Stock Holding History

Houlihan Financial Resource Group’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 		$5.91M Buy
28,390
+182
+0.6% +$40.1K 2.3% 10
2025
Q4 		$6.62M Buy
28,208
+14,153
+101% +$3.24M 2.52% 10
2025
Q3 		$3.09M Sell
14,055
-14,638
-51% -$3.31M 2.71% 10
2025
Q2 		$6.5M Buy
28,693
+1,397
+5% +$276K 2.7% 10
2025
Q1 		$5.19M Sell
27,296
-694
-2% -$151K 2.33% 14
2024
Q4 		$6.14M Sell
27,990
-551
-2% -$113K 2.62% 11
2024
Q3 		$5.32M Sell
28,541
-80
-0.3% -$14.6K 2.2% 14
2024
Q2 		$5.53M Buy
28,621
+2
+0% +$367 3.77% 7
2024
Q1 		$5.16M Sell
28,619
-10
-0% -$1.67K 2.32% 14
2023
Q4 		$4.35M Buy
28,629
+405
+1% +$56.8K 2.11% 14
2023
Q3 		$3.68M Buy
+28,224
New +$3.78M 1.97% 16
2023
Q2 		– Sell
-28,589
Closed -$2.95M – 137
2023
Q1 		$2.95M Buy
28,589
+717
+3% +$69.3K 1.61% 22
2022
Q4 		$2.59M Sell
27,872
-470
-2% -$46.4K 1.49% 24
2022
Q3 		$2.85M Buy
+28,342
New +$3.58M 1.73% 22
2020
Q3 		$3.5M Buy
+22,280
New +$3.51M 2.02% 11
2020
Q1 		$1.43M Sell
14,640
-3,420
-19% -$331K 1.24% 27
2019
Q4 		$1.67M Buy
+18,060
New +$1.6M 1.08% 27

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

Houlihan Financial Resource Group's AMZN Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Amazon (AMZN) stake by 0.65% in Q1 2026, buying an estimated $40.1K and bringing the position to 28,390 shares worth $5.91M. The position accounts for 2.3% of the portfolio, ranked #10.

Houlihan Financial Resource Group first reported a position in AMZN in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.62M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Houlihan Financial Resource Group held 28,390 shares of Amazon worth $5.91M as of Q1 2026.
  • Houlihan Financial Resource Group bought 182 Amazon shares in Q1 2026, an estimated $40.1K.
  • Amazon made up 2.3% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #10 holding.
  • Houlihan Financial Resource Group first reported a position in Amazon in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's Amazon position peaked at $6.62M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.