MPS Loria Financial Planners’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 | $1.78M | Buy |
8,537
+132
| +2% | +$29.1K | 0.47% | 19 |
|
|
2025
Q4 | $1.94M | Buy |
8,405
+322
| +4% | +$73.7K | 0.5% | 20 |
|
|
2025
Q3 | $1.77M | Hold |
8,083
| – | – | 0.47% | 20 |
|
|
2025
Q2 | $1.77M | Sell |
8,083
-3,055
| -27% | -$605K | 0.52% | 18 |
|
|
2025
Q1 | $2.12M | Sell |
11,138
-33
| -0.3% | -$7.16K | 0.63% | 16 |
|
|
2024
Q4 | $2.45M | Buy |
11,171
+265
| +2% | +$54.2K | 0.73% | 13 |
|
|
2024
Q3 | $2.03M | Sell |
10,906
-285
| -3% | -$52K | 0.61% | 14 |
|
|
2024
Q2 | $2.16M | Buy |
11,191
+468
| +4% | +$86K | 0.7% | 14 |
|
|
2024
Q1 | $1.93M | Sell |
10,723
-76
| -0.7% | -$12.7K | 0.65% | 17 |
|
|
2023
Q4 | $1.64M | Buy |
10,799
+41
| +0.4% | +$5.75K | 0.58% | 16 |
|
|
2023
Q3 | $1.37M | Hold |
10,758
| – | – | 0.54% | 17 |
|
|
2023
Q2 | $1.4M | Sell |
10,758
-281
| -3% | -$32.1K | 0.53% | 19 |
|
|
2023
Q1 | $1.14M | Sell |
11,039
-1
| -0% | -$97 | 0.46% | 20 |
|
|
2022
Q4 | $927K | Sell |
11,040
-119
| -1% | -$11.8K | 0.41% | 26 |
|
|
2022
Q3 | $1.26M | Buy |
11,159
+215
| +2% | +$27.2K | 0.49% | 18 |
|
|
2022
Q2 | $1.16M | Sell |
10,944
-196
| -2% | -$24.5K | 0.52% | 18 |
|
|
2022
Q1 | $1.81M | Sell |
11,140
-400
| -3% | -$61.8K | 0.76% | 12 |
|
|
2021
Q4 | $1.92M | Buy |
11,540
+140
| +1% | +$24K | 0.78% | 13 |
|
|
2021
Q3 | $1.87M | Buy |
11,400
+80
| +0.7% | +$13.8K | 0.86% | 11 |
|
|
2021
Q2 | $1.95M | Buy |
11,320
+580
| +5% | +$96.4K | 0.9% | 10 |
|
|
2021
Q1 | $1.66M | Sell |
10,740
-760
| -7% | -$120K | 0.77% | 11 |
|
|
2020
Q4 | $1.83M | Buy |
11,500
+1,320
| +13% | +$211K | 0.82% | 12 |
|
|
2020
Q3 | $1.6M | Buy |
10,180
+260
| +3% | +$41K | 0.83% | 14 |
|
|
2020
Q2 | $1.37M | Sell |
9,920
-80
| -0.8% | -$9.66K | 0.73% | 14 |
|
|
2020
Q1 | $974K | Buy |
10,000
+840
| +9% | +$81.3K | 0.75% | 19 |
|
|
2019
Q4 | $846K | Hold |
9,160
| – | – | 0.5% | 24 |
|
|
2019
Q3 | $795K | Buy |
9,160
+40
| +0.4% | +$3.71K | 0.52% | 22 |
|
|
2019
Q2 | $863K | Sell |
9,120
-240
| -3% | -$22.4K | 0.55% | 23 |
|
|
2019
Q1 | $833K | Buy |
9,360
+840
| +10% | +$69.9K | 0.55% | 24 |
|
|
2018
Q4 | $639K | Buy |
8,520
+780
| +10% | +$64.8K | 0.46% | 27 |
|
|
2018
Q3 | $775K | Sell |
7,740
-480
| -6% | -$45.1K | 0.48% | 25 |
|
|
2018
Q2 | $699K | Buy |
8,220
+940
| +13% | +$74.6K | 0.7% | 24 |
|
|
2018
Q1 | $527K | Buy |
7,280
+3,120
| +75% | +$223K | 0.37% | 29 |
|
|
2017
Q4 | $243K | Buy |
+4,160
| New | +$229K | 0.17% | 66 |
|
|
2017
Q3 | – | Sell |
-3,280
| Closed | -$161K | – | 87 |
|
|
2017
Q2 | $161K | Buy |
+3,280
| New | +$156K | 0.11% | 83 |
|
Other funds holding AMZN
VCM
VPM
MPS Loria Financial Planners's AMZN Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Amazon (AMZN) stake by 1.6% in Q1 2026, buying an estimated $29.1K and bringing the position to 8,537 shares worth $1.78M. The position accounts for 0.47% of the portfolio, ranked #19.
MPS Loria Financial Planners first reported a position in AMZN in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.45M in Q4 2024. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- MPS Loria Financial Planners held 8,537 shares of Amazon worth $1.78M as of Q1 2026.
- MPS Loria Financial Planners bought 132 Amazon shares in Q1 2026, an estimated $29.1K.
- Amazon made up 0.47% of MPS Loria Financial Planners's portfolio in Q1 2026, its #19 holding.
- MPS Loria Financial Planners first reported a position in Amazon in Q2 2017 and has held it in 35 quarters since.
- MPS Loria Financial Planners's Amazon position peaked at $2.45M in Q4 2024.
- 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.