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Morling Financial Advisors’s Amazon AMZN Stock Holding History

Morling Financial Advisors’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 		$1.88M Buy
9,028
+974
+12% +$214K 0.58% 20
2025
Q4 		$1.86M Buy
8,054
+79
+1% +$18.1K 0.58% 21
2025
Q3 		$1.75M Sell
7,975
-612
-7% -$139K 0.58% 21
2025
Q2 		$1.88M Sell
8,587
-2,690
-24% -$532K 0.62% 20
2025
Q1 		$2.15M Buy
11,277
+2,601
+30% +$564K 0.74% 20
2024
Q4 		$1.9M Buy
8,676
+104
+1% +$21.3K 0.66% 20
2024
Q3 		$1.6M Buy
8,572
+1,568
+22% +$286K 0.61% 20
2024
Q2 		$1.35M Buy
7,004
+686
+11% +$126K 0.59% 21
2024
Q1 		$1.14M Sell
6,318
-560
-8% -$93.5K 0.65% 22
2023
Q4 		$1.05M Buy
6,878
+160
+2% +$22.4K 0.84% 21
2023
Q3 		$854K Sell
6,718
-89
-1% -$11.9K 0.85% 22
2023
Q2 		$887K Sell
6,807
-161
-2% -$18.4K 0.85% 24
2023
Q1 		$720K Buy
6,968
+348
+5% +$33.6K 0.78% 27
2022
Q4 		$556K Buy
6,620
+500
+8% +$49.4K 0.71% 30
2022
Q3 		$692K Hold
6,120
– – 0.94% 25
2022
Q2 		$650K Buy
6,120
+180
+3% +$22.5K 0.85% 27
2022
Q1 		$968K Buy
5,940
+20
+0.3% +$3.09K 1.22% 18
2021
Q4 		$987K Buy
+5,920
New +$1.01M 0.94% 15

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

Morling Financial Advisors's AMZN Position: Q1 2026 in Review

Morling Financial Advisors increased its Amazon (AMZN) stake by 12% in Q1 2026, buying an estimated $214K and bringing the position to 9,028 shares worth $1.88M. The position accounts for 0.58% of the portfolio, ranked #20.

Morling Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q1 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Morling Financial Advisors held 9,028 shares of Amazon worth $1.88M as of Q1 2026.
  • Morling Financial Advisors bought 974 Amazon shares in Q1 2026, an estimated $214K.
  • Amazon made up 0.58% of Morling Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Morling Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's Amazon position peaked at $2.15M in Q1 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.