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Northwest Financial Advisors’s Amazon AMZN Stock Holding History

Northwest 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 		– Sell
-961
Closed -$222K – 68
2025
Q4 		$222K Sell
961
-963
-50% -$220K 0.46% 61
2025
Q3 		$422K Sell
1,924
-80
-4% -$18.1K 0.54% 52
2025
Q2 		$440K Sell
2,004
-22,898
-92% -$4.53M 0.61% 47
2025
Q1 		$4.74M Buy
24,902
+779
+3% +$169K 3.93% 5
2024
Q4 		$5.29M Buy
24,123
+180
+0.8% +$36.8K 4.37% 4
2024
Q3 		$4.46M Buy
23,943
+21
+0.1% +$3.83K 3.55% 4
2024
Q2 		$4.62M Sell
23,922
-1,522
-6% -$280K 4.7% 4
2024
Q1 		$4.59M Buy
25,444
+719
+3% +$120K 5.04% 4
2023
Q4 		$3.76M Buy
+24,725
New +$3.47M 3.19% 5

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

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

Northwest Financial Advisors sold out of Amazon (AMZN) in Q1 2026, closing a stake of 961 shares — an estimated $222K sold.

Northwest Financial Advisors first reported a position in AMZN in Q4 2023 and held it in 9 quarters. The position peaked at $5.29M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Northwest Financial Advisors reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 961 Amazon shares in Q1 2026, an estimated $222K.
  • Northwest Financial Advisors first reported a position in Amazon in Q4 2023 and held it in 9 quarters.
  • Northwest Financial Advisors's Amazon position peaked at $5.29M in Q4 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.