Legacy Financial Group (Iowa)
AMZN icon

Legacy Financial Group (Iowa)’s Amazon AMZN Stock Holding History

Legacy Financial Group (Iowa)’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 		$3.16M Buy
15,183
+4
+0% +$881 0.4% 45
2025
Q4 		$3.54M Sell
15,179
-94
-0.6% -$21.5K 0.44% 44
2025
Q3 		$3.35M Buy
15,273
+220
+1% +$49.8K 0.44% 44
2025
Q2 		$3.3M Buy
15,053
+599
+4% +$119K 0.46% 41
2025
Q1 		$2.75M Sell
14,454
-1,303
-8% -$283K 0.42% 39
2024
Q4 		$3.46M Buy
15,757
+379
+2% +$77.5K 0.56% 36
2024
Q3 		$2.87M Buy
15,378
+349
+2% +$63.7K 0.55% 34
2024
Q2 		$2.9M Sell
15,029
-140
-0.9% -$25.7K 0.57% 39
2024
Q1 		$2.74M Buy
15,169
+13,349
+733% +$2.23M 0.55% 34
2023
Q4 		$277K Sell
1,820
-13,211
-88% -$1.85M 1.26% 22
2023
Q3 		$1.91M Buy
15,031
+130
+0.9% +$17.4K 0.45% 36
2023
Q2 		$1.94M Sell
14,901
-321
-2% -$36.7K 0.5% 32
2023
Q1 		$1.57M Buy
15,222
+34
+0.2% +$3.29K 0.43% 32
2022
Q4 		$1.28M Buy
15,188
+431
+3% +$42.6K 0.38% 27
2022
Q3 		$1.67M Sell
14,757
-4,540
-24% -$574K 0.56% 21
2022
Q2 		$2.05M Buy
+19,297
New +$2.41M 0.65% 21

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

Legacy Financial Group (Iowa)'s AMZN Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Amazon (AMZN) stake by 0.03% in Q1 2026, buying an estimated $881 and bringing the position to 15,183 shares worth $3.16M. The position accounts for 0.4% of the portfolio, ranked #45.

Legacy Financial Group (Iowa) first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.54M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Legacy Financial Group (Iowa) held 15,183 shares of Amazon worth $3.16M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 4 Amazon shares in Q1 2026, an estimated $881.
  • Amazon made up 0.4% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #45 holding.
  • Legacy Financial Group (Iowa) first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • Legacy Financial Group (Iowa)'s Amazon position peaked at $3.54M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.