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Mason Investment Advisory Services’s Amazon AMZN Stock Holding History

Mason Investment 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
2026
Q1 		$348K Buy
1,670
+42
+3% +$9.25K 0.02% 55
2025
Q4 		$376K Hold
1,628
– – 0.02% 53
2025
Q3 		$357K Sell
1,628
-32
-2% -$7.24K 0.02% 59
2025
Q2 		$364K Hold
1,660
– – 0.02% 55
2025
Q1 		$316K Sell
1,660
-940
-36% -$204K 0.02% 57
2024
Q4 		$570K Sell
2,600
-84
-3% -$17.2K 0.03% 42
2024
Q3 		$500K Sell
2,684
-557
-17% -$102K 0.03% 44
2024
Q2 		$626K Buy
3,241
+641
+25% +$118K 0.04% 33
2024
Q1 		$469K Sell
2,600
-137
-5% -$22.9K 0.03% 43
2023
Q4 		$416K Buy
2,737
+137
+5% +$19.2K 0.03% 44
2023
Q3 		$331K Sell
2,600
-34
-1% -$4.56K 0.03% 51
2023
Q2 		$343K Sell
2,634
-18
-0.7% -$2.06K 0.03% 46
2023
Q1 		$274K Sell
2,652
-121
-4% -$11.7K 0.03% 49
2022
Q4 		$233K Buy
2,773
+63
+2% +$6.22K 0.02% 75
2022
Q3 		$306K Buy
2,710
+88
+3% +$11.1K 0.04% 63
2022
Q2 		$278K Buy
2,622
+122
+5% +$15.3K 0.03% 64
2022
Q1 		$407K Hold
2,500
– – 0.04% 73
2021
Q4 		$417K Sell
2,500
-100
-4% -$17.1K 0.03% 76
2021
Q3 		$427K Buy
2,600
+100
+4% +$17.2K 0.04% 70
2021
Q2 		$430K Hold
2,500
– – 0.04% 67
2021
Q1 		$387K Sell
2,500
-10,040
-80% -$1.59M 0.04% 68
2020
Q4 		$2.04M Hold
12,540
– – 0.25% 9
2020
Q3 		$1.97M Hold
12,540
– – 0.28% 10
2020
Q2 		$1.73M Sell
12,540
-1,060
-8% -$128K 0.26% 11
2020
Q1 		$1.33M Buy
13,600
+11,100
+444% +$1.07M 0.22% 19
2019
Q4 		$231K Hold
2,500
– – 0.03% 86
2019
Q3 		$217K Hold
2,500
– – 0.03% 81
2019
Q2 		$237K Hold
2,500
– – 0.04% 79
2019
Q1 		$223K Buy
+2,500
New +$208K 0.06% 75

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

Mason Investment Advisory Services's AMZN Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Amazon (AMZN) stake by 2.6% in Q1 2026, buying an estimated $9.25K and bringing the position to 1,670 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #55.

Mason Investment Advisory Services first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.04M in Q4 2020. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Mason Investment Advisory Services held 1,670 shares of Amazon worth $348K as of Q1 2026.
  • Mason Investment Advisory Services bought 42 Amazon shares in Q1 2026, an estimated $9.25K.
  • Amazon made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #55 holding.
  • Mason Investment Advisory Services first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • Mason Investment Advisory Services's Amazon position peaked at $2.04M in Q4 2020.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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