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JMG Financial Group’s Amazon AMZN Stock Holding History

JMG Financial 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 		$399K Hold
1,915
– – 0.01% 99
2025
Q4 		$442K Hold
1,915
– – 0.01% 95
2025
Q3 		$420K Sell
1,915
-225
-11% -$50.9K 0.01% 97
2025
Q2 		$469K Sell
2,140
-194
-8% -$38.4K 0.01% 88
2025
Q1 		$444K Buy
2,334
+45
+2% +$9.77K 0.02% 89
2024
Q4 		$502K Buy
2,289
+60
+3% +$12.3K 0.02% 86
2024
Q3 		$415K Hold
2,229
– – 0.01% 93
2024
Q2 		$431K Buy
2,229
+694
+45% +$127K 0.02% 86
2024
Q1 		$277K Sell
1,535
-240
-14% -$40.1K 0.01% 108
2023
Q4 		$270K Buy
1,775
+195
+12% +$27.3K 0.01% 109
2023
Q3 		$201K Hold
1,580
– – 0.01% 109
2023
Q2 		$206K Buy
+1,580
New +$180K 0.01% 108
2021
Q2 		– Sell
-1,400
Closed -$217K – 85
2021
Q1 		$217K Buy
1,400
+20
+1% +$3.17K 0.01% 80
2020
Q4 		$225K Sell
1,380
-420
-23% -$67K 0.02% 74
2020
Q3 		$284K Sell
1,800
-160
-8% -$25.2K 0.02% 61
2020
Q2 		$270K Sell
1,960
-3,540
-64% -$428K 0.02% 64
2020
Q1 		$536K Buy
5,500
+2,700
+96% +$261K 0.06% 49
2019
Q4 		$259K Hold
2,800
– – 0.03% 66
2019
Q3 		$243K Buy
2,800
+100
+4% +$9.27K 0.03% 67
2019
Q2 		$256K Buy
+2,700
New +$252K 0.03% 65

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

JMG Financial Group's AMZN Position: Q1 2026 in Review

JMG Financial Group held its Amazon (AMZN) position steady in Q1 2026 at 1,915 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #99.

JMG Financial Group first reported a position in AMZN in Q2 2019 and has held it in 20 quarters since. The position peaked at $536K in Q1 2020. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • JMG Financial Group held 1,915 shares of Amazon worth $399K as of Q1 2026.
  • JMG Financial Group left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #99 holding.
  • JMG Financial Group first reported a position in Amazon in Q2 2019 and has held it in 20 quarters since.
  • JMG Financial Group's Amazon position peaked at $536K in Q1 2020.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.