Independent Family Office’s Amazon AMZN Stock Holding History

Independent Family Office’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	$723K	Buy	3,472 +2,167	+166%	+$477K	0.3%	47
2025 Q4	$301K	Buy	1,305 +372	+40%	+$85.1K	0.13%	65
2025 Q3	$205K	Hold	933	–	–	0.09%	77
2025 Q2	$205K	Buy	+933	New	+$185K	0.09%	77
2025 Q1	–	Sell	-933	Closed	-$205K	–	71
2024 Q4	$205K	Buy	+933	New	+$191K	0.11%	71
2024 Q2	–	Sell	-1,158	Closed	-$209K	–	70
2024 Q1	$209K	Buy	+1,158	New	+$193K	0.11%	73

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

Independent Family Office's AMZN Position: Q1 2026 in Review

Independent Family Office increased its Amazon (AMZN) stake by 166% in Q1 2026, buying an estimated $477K and bringing the position to 3,472 shares worth $723K. The position accounts for 0.3% of the portfolio, ranked #47.

Independent Family Office first reported a position in AMZN in Q1 2024 and has held it in 6 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Independent Family Office held 3,472 shares of Amazon worth $723K as of Q1 2026.
Independent Family Office bought 2,167 Amazon shares in Q1 2026, an estimated $477K.
Amazon made up 0.3% of Independent Family Office's portfolio in Q1 2026, its #47 holding.
Independent Family Office first reported a position in Amazon in Q1 2024 and has held it in 6 quarters since.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.