Leverty Financial Group’s Amazon AMZN Stock Holding History

Leverty 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	–	Sell	-1,014	Closed	-$234K	–	45
2025 Q4	$234K	Sell	1,014 -11	-1%	-$2.52K	0.06%	41
2025 Q3	$225K	Buy	1,025 +23	+2%	+$5.21K	0.06%	37
2025 Q2	$220K	Buy	+1,002	New	+$198K	0.07%	39
2022 Q1	–	Sell	-220	Closed	-$36K	–	27
2021 Q4	$36K	Buy	+220	New	+$37.7K	0.03%	58

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

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

Leverty Financial Group sold out of Amazon (AMZN) in Q1 2026, closing a stake of 1,014 shares — an estimated $234K sold.

Leverty Financial Group first reported a position in AMZN in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Leverty Financial Group reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
Leverty Financial Group sold 1,014 Amazon shares in Q1 2026, an estimated $234K.
Leverty Financial Group first reported a position in Amazon in Q4 2021 and held it in 4 quarters.
Leverty Financial Group's Amazon position peaked at $234K in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Leverty Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.