Mosaic Advisors’s Amazon AMZN Stock Holding History

Mosaic 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	$771K	Hold	2,920	–	–	1.15%	22
2025 Q4	$674K	Buy	+2,920	New	+$668K	1.29%	20
2024 Q3	–	Sell	-1,348	Closed	-$261K	–	15
2024 Q2	$261K	Hold	1,348	–	–	0.21%	14
2024 Q1	$243K	Hold	1,348	–	–	0.2%	16
2023 Q4	$205K	Buy	+1,348	New	+$189K	0.12%	18
2023 Q3	–	Sell	-4,975	Closed	-$649K	–	14
2023 Q2	$649K	Buy	+4,975	New	+$568K	0.48%	15
2022 Q1	–	Sell	-5,320	Closed	-$887K	–	21
2021 Q4	$887K	Buy	5,320 +1,980	+59%	+$339K	0.65%	12
2021 Q3	$549K	Sell	3,340 -1,540	-32%	-$266K	0.37%	22
2021 Q2	$839K	Buy	4,880 +280	+6%	+$46.5K	0.55%	14
2021 Q1	$712K	Buy	+4,600	New	+$729K	0.6%	16

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

Mosaic Advisors's AMZN Position: Q1 2026 in Review

Mosaic Advisors held its Amazon (AMZN) position steady in Q1 2026 at 2,920 shares worth $771K. The position accounts for 1.15% of the portfolio, ranked #22.

Mosaic Advisors first reported a position in AMZN in Q1 2021 and has held it in 10 quarters since. The position peaked at $887K in Q4 2021. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Mosaic Advisors held 2,920 shares of Amazon worth $771K as of Q1 2026.
Mosaic Advisors left its Amazon share count unchanged in Q1 2026.
Amazon made up 1.15% of Mosaic Advisors's portfolio in Q1 2026, its #22 holding.
Mosaic Advisors first reported a position in Amazon in Q1 2021 and has held it in 10 quarters since.
Mosaic Advisors's Amazon position peaked at $887K in Q4 2021.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.