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Larson Financial Group’s Amazon AMZN Stock Holding History

Larson 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
2025
Q4 		– Sell
-100
Closed -$330 – 3467
2025
Q3 		$330 Sell
100
-13,000
-99% -$2.94M ﹤0.01% 3180
2025
Q2 		$1.84K Sell
13,100
-20,000
-60% -$3.96M ﹤0.01% 2437
2025
Q1 		$182K Buy
+33,100
New +$7.18M 0.01% 640
2020
Q3 		– Sell
-2,000
Closed -$1K – 724
2020
Q2 		$1K Buy
+2,000
New +$242K ﹤0.01% 590

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

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

Larson Financial Group increased its Amazon (AMZN) stake by 7.6% in Q1 2026, buying an estimated $3.88M and bringing the position to 248,311 shares worth $51.7M. The position accounts for 1.65% of the portfolio, ranked #7.

Larson Financial Group first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $53.3M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Larson Financial Group held 248,311 shares of Amazon worth $51.7M as of Q1 2026.
  • Larson Financial Group bought 17,609 Amazon shares in Q1 2026, an estimated $3.88M.
  • Amazon made up 1.65% of Larson Financial Group's portfolio in Q1 2026, its #7 holding.
  • Larson Financial Group first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's Amazon position peaked at $53.3M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.