Level Four Advisory Services’s Amazon AMZN Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-100	Closed	-$8.65K	–	748
2024 Q1	$8.65K	Hold	100	–	–	﹤0.01%	769
2023 Q4	$8.65K	Hold	100	–	–	﹤0.01%	766
2023 Q3	$6.3K	Hold	100	–	–	﹤0.01%	739
2023 Q2	$6.77K	Hold	100	–	–	﹤0.01%	796
2023 Q1	$4.36K	Buy	+100	New	+$9.66K	﹤0.01%	758

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

Level Four Advisory Services's AMZN Position: Q1 2026 in Review

Level Four Advisory Services increased its Amazon (AMZN) stake by 2.8% in Q1 2026, buying an estimated $1.49M and bringing the position to 250,732 shares worth $52.2M. The position accounts for 1.71% of the portfolio, ranked #5.

Level Four Advisory Services first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.3M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Level Four Advisory Services held 250,732 shares of Amazon worth $52.2M as of Q1 2026.
Level Four Advisory Services bought 6,775 Amazon shares in Q1 2026, an estimated $1.49M.
Amazon made up 1.71% of Level Four Advisory Services's portfolio in Q1 2026, its #5 holding.
Level Four Advisory Services first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Amazon position peaked at $56.3M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.