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Mosaic Financial Group’s Amazon AMZN Stock Holding History

Mosaic 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 		$1.32M Buy
6,354
+35
+0.6% +$7.71K 0.94% 27
2025
Q4 		$1.46M Sell
6,319
-273
-4% -$62.5K 1% 25
2025
Q3 		$1.45M Hold
6,592
– – 1.03% 26
2025
Q2 		$1.45M Hold
6,592
– – 1.11% 22
2025
Q1 		$1.25M Sell
6,592
-680
-9% -$148K 1.02% 24
2024
Q4 		$1.59M Sell
7,272
-1,083
-13% -$222K 1.14% 20
2024
Q3 		$1.56M Sell
8,355
-5,951
-42% -$1.09M 1.11% 21
2024
Q2 		$2.77M Buy
14,306
+868
+6% +$159K 1.99% 10
2024
Q1 		$2.42M Buy
+13,438
New +$2.24M 1.94% 10

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

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

Mosaic Financial Group increased its Amazon (AMZN) stake by 0.55% in Q1 2026, buying an estimated $7.71K and bringing the position to 6,354 shares worth $1.32M. The position accounts for 0.94% of the portfolio, ranked #27.

Mosaic Financial Group first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q2 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Mosaic Financial Group held 6,354 shares of Amazon worth $1.32M as of Q1 2026.
  • Mosaic Financial Group bought 35 Amazon shares in Q1 2026, an estimated $7.71K.
  • Amazon made up 0.94% of Mosaic Financial Group's portfolio in Q1 2026, its #27 holding.
  • Mosaic Financial Group first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Amazon position peaked at $2.77M in Q2 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.