Northern Financial Advisors’s Amazon AMZN Stock Holding History

Northern 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	$1.49M	Buy	7,169 +249	+4%	+$54.8K	1.09%	27
2025 Q4	$1.6M	Buy	6,920 +1,881	+37%	+$430K	1.83%	14
2025 Q3	$1.11M	Buy	5,039 +2,324	+86%	+$526K	0.58%	49
2025 Q2	$596K	Sell	2,715 -2,410	-47%	-$477K	0.45%	59
2025 Q1	$975K	Sell	5,125 -194	-4%	-$42.1K	0.81%	44
2024 Q4	$1.17M	Buy	5,319 +2,698	+103%	+$552K	0.93%	38
2024 Q3	$488K	Sell	2,621 -3,043	-54%	-$555K	0.37%	77
2024 Q2	$1.09M	Buy	5,664 +3,167	+127%	+$582K	0.88%	38
2024 Q1	$450K	Buy	2,497 +629	+34%	+$105K	0.35%	84
2023 Q4	$284K	Buy	+1,868	New	+$262K	0.24%	101
2023 Q3	–	Sell	-1,599	Closed	-$208K	–	116
2023 Q2	$208K	Buy	+1,599	New	+$183K	0.18%	110

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

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

Northern Financial Advisors increased its Amazon (AMZN) stake by 3.6% in Q1 2026, buying an estimated $54.8K and bringing the position to 7,169 shares worth $1.49M. The position accounts for 1.09% of the portfolio, ranked #27.

Northern Financial Advisors first reported a position in AMZN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Northern Financial Advisors held 7,169 shares of Amazon worth $1.49M as of Q1 2026.
Northern Financial Advisors bought 249 Amazon shares in Q1 2026, an estimated $54.8K.
Amazon made up 1.09% of Northern Financial Advisors's portfolio in Q1 2026, its #27 holding.
Northern Financial Advisors first reported a position in Amazon in Q2 2023 and has held it in 11 quarters since.
Northern Financial Advisors's Amazon position peaked at $1.6M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.