Michels Family Financial’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Buy
5,668
+248
+5% +$54.6K 0.85% 35
2025
Q4
$1.25M Buy
5,420
+443
+9% +$101K 0.92% 31
2025
Q3
$1.09M Buy
4,977
+32
+0.6% +$7.24K 0.85% 35
2025
Q2
$1.08M Buy
4,945
+79
+2% +$15.6K 0.92% 33
2025
Q1
$926K Buy
4,866
+479
+11% +$104K 0.84% 36
2024
Q4
$963K Buy
+4,387
New +$898K 0.88% 32

Other funds holding AMZN

Michels Family Financial's AMZN Position: Q1 2026 in Review

Michels Family Financial increased its Amazon (AMZN) stake by 4.6% in Q1 2026, buying an estimated $54.6K and bringing the position to 5,668 shares worth $1.18M. The position accounts for 0.85% of the portfolio, ranked #35.

Michels Family Financial first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Michels Family Financial held 5,668 shares of Amazon worth $1.18M as of Q1 2026.
  • Michels Family Financial bought 248 Amazon shares in Q1 2026, an estimated $54.6K.
  • Amazon made up 0.85% of Michels Family Financial's portfolio in Q1 2026, its #35 holding.
  • Michels Family Financial first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Amazon position peaked at $1.25M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.