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Mustico Financial Group’s Amazon AMZN Stock Holding History

Mustico 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 		$500K Buy
1,922
+608
+46% +$134K 0.35% 24
2025
Q4 		$323K Hold
1,314
– – 0.25% 27
2025
Q3 		$262K Hold
1,314
– – 0.27% 28
2025
Q2 		$286K Buy
+1,314
New +$260K 0.26% 26

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

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

Mustico Financial Group increased its Amazon (AMZN) stake by 46% in Q1 2026, buying an estimated $134K and bringing the position to 1,922 shares worth $500K. The position accounts for 0.35% of the portfolio, ranked #24.

Mustico Financial Group 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.

  • Mustico Financial Group held 1,922 shares of Amazon worth $500K as of Q1 2026.
  • Mustico Financial Group bought 608 Amazon shares in Q1 2026, an estimated $134K.
  • Amazon made up 0.35% of Mustico Financial Group's portfolio in Q1 2026, its #24 holding.
  • Mustico Financial Group 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 Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.