MF
AMZN icon

Midwestern Financial’s Amazon AMZN Stock Holding History

Midwestern Financial’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 		$689K Buy
3,306
+480
+17% +$106K 0.54% 35
2025
Q4 		$652K Buy
2,826
+60
+2% +$13.7K 0.54% 37
2025
Q3 		$607K Sell
2,766
-60
-2% -$13.6K 0.52% 38
2025
Q2 		$620K Buy
+2,826
New +$559K 0.58% 36

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

Midwestern Financial's AMZN Position: Q1 2026 in Review

Midwestern Financial increased its Amazon (AMZN) stake by 17% in Q1 2026, buying an estimated $106K and bringing the position to 3,306 shares worth $689K. The position accounts for 0.54% of the portfolio, ranked #35.

Midwestern Financial first reported a position in AMZN in Q2 2025 and has held it in 4 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Midwestern Financial held 3,306 shares of Amazon worth $689K as of Q1 2026.
  • Midwestern Financial bought 480 Amazon shares in Q1 2026, an estimated $106K.
  • Amazon made up 0.54% of Midwestern Financial's portfolio in Q1 2026, its #35 holding.
  • Midwestern Financial first reported a position in Amazon in Q2 2025 and has held it in 4 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.