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Hurlow Wealth Management Group’s Amazon AMZN Stock Holding History

Hurlow Wealth Management 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 		$963K Buy
4,626
+46
+1% +$10.1K 0.23% 40
2025
Q4 		$1.06M Buy
4,580
+4
+0.1% +$915 0.26% 37
2025
Q3 		$1M Hold
4,576
– – 0.26% 38
2025
Q2 		$1M Buy
4,576
+1,242
+37% +$246K 0.28% 38
2025
Q1 		$634K Sell
3,334
-300
-8% -$65.1K 0.2% 48
2024
Q4 		$797K Sell
3,634
-168
-4% -$34.4K 0.25% 43
2024
Q3 		$708K Buy
3,802
+5
+0.1% +$912 0.22% 43
2024
Q2 		$734K Sell
3,797
-3
-0.1% -$551 0.25% 41
2024
Q1 		$685K Buy
3,800
+3
+0.1% +$501 0.24% 46
2023
Q4 		$577K Buy
3,797
+162
+4% +$22.7K 0.22% 53
2023
Q3 		$462K Buy
3,635
+620
+21% +$83.1K 0.2% 60
2023
Q2 		$393K Buy
3,015
+4
+0.1% +$457 0.17% 72
2023
Q1 		$311K Buy
3,011
+16
+0.5% +$1.55K 0.14% 77
2022
Q4 		$252K Buy
2,995
+95
+3% +$9.38K 0.13% 90
2022
Q3 		$328K Buy
2,900
+280
+11% +$35.4K 0.19% 68
2022
Q2 		$278K Buy
2,620
+180
+7% +$22.5K 0.16% 77
2022
Q1 		$398K Sell
2,440
-160
-6% -$24.7K 0.24% 61
2021
Q4 		$417K Buy
2,600
+320
+14% +$54.8K 0.33% 53
2021
Q3 		$375K Hold
2,280
– – 0.22% 63
2021
Q2 		$392K Sell
2,280
-1,440
-39% -$239K 0.26% 61
2021
Q1 		$576K Sell
3,720
-400
-10% -$63.4K 0.42% 42
2020
Q4 		$671K Buy
4,120
+1,220
+42% +$195K 0.53% 34
2020
Q3 		$457K Buy
2,900
+620
+27% +$97.7K 0.42% 43
2020
Q2 		$354K Sell
2,280
-1,220
-35% -$147K 0.34% 56
2020
Q1 		$404K Sell
3,500
-180
-5% -$17.4K 0.43% 50
2019
Q4 		$342K Sell
3,680
-340
-8% -$30.1K 0.33% 72
2019
Q3 		$349K Buy
4,020
+1,000
+33% +$92.7K 0.37% 65
2019
Q2 		$303K Hold
3,020
– – 0.32% 71
2019
Q1 		$291K Buy
3,020
+260
+9% +$21.6K 0.31% 73
2018
Q4 		$226K Buy
+2,760
New +$229K 0.27% 81

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

Hurlow Wealth Management Group's AMZN Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Amazon (AMZN) stake by 1% in Q1 2026, buying an estimated $10.1K and bringing the position to 4,626 shares worth $963K. The position accounts for 0.23% of the portfolio, ranked #40.

Hurlow Wealth Management Group first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.06M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Hurlow Wealth Management Group held 4,626 shares of Amazon worth $963K as of Q1 2026.
  • Hurlow Wealth Management Group bought 46 Amazon shares in Q1 2026, an estimated $10.1K.
  • Amazon made up 0.23% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #40 holding.
  • Hurlow Wealth Management Group first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Amazon position peaked at $1.06M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.