Mendota Financial Group’s Amazon AMZN Stock Holding History

Mendota 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	-469	Closed	-$108K	–	36
2025 Q4	$108K	Hold	469	–	–	0.08%	42
2025 Q3	$103K	Hold	469	–	–	0.08%	49
2025 Q2	$103K	Hold	469	–	–	0.1%	35
2025 Q1	$89.2K	Sell	469 -925	-66%	-$201K	0.1%	32
2024 Q4	$306K	Sell	1,394 -2,512	-64%	-$514K	0.2%	35
2024 Q3	$728K	Sell	3,906 -320	-8%	-$58.4K	0.35%	26
2024 Q2	$817K	Hold	4,226	–	–	0.44%	26
2024 Q1	$762K	Sell	4,226 -304	-7%	-$50.7K	0.45%	28
2023 Q4	$688K	Sell	4,530 -160	-3%	-$22.4K	0.54%	28
2023 Q3	$596K	Buy	4,690 +19	+0.4%	+$2.55K	0.62%	24
2023 Q2	$609K	Buy	4,671 +4,512	+2,838%	+$515K	0.69%	21
2023 Q1	$518K	Sell	159 -5,262	-97%	-$508K	0.52%	27
2022 Q4	$455K	Buy	+5,421	New	+$535K	0.58%	23

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

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

Mendota Financial Group sold out of Amazon (AMZN) in Q1 2026, closing a stake of 469 shares — an estimated $108K sold.

Mendota Financial Group first reported a position in AMZN in Q4 2022 and held it in 13 quarters. The position peaked at $817K in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Mendota Financial Group reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 469 Amazon shares in Q1 2026, an estimated $108K.
Mendota Financial Group first reported a position in Amazon in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's Amazon position peaked at $817K in Q2 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.