Oak Family Advisors’s Amazon AMZN Stock Holding History

Oak Family 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	$41.7K	Buy	+200	New	+$44K	0.01%	116
2025 Q2	–	Sell	-300	Closed	-$57.1K	–	102
2025 Q1	$57.1K	Buy	+300	New	+$65.1K	0.02%	100

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

Oak Family Advisors's AMZN Position: Q1 2026 in Review

Oak Family Advisors increased its Amazon (AMZN) stake by 64% in Q1 2026, buying an estimated $3.1M and bringing the position to 35,985 shares worth $7.49M. The position accounts for 2.11% of the portfolio, ranked #16.

Oak Family Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Oak Family Advisors held 35,985 shares of Amazon worth $7.49M as of Q1 2026.
Oak Family Advisors bought 14,081 Amazon shares in Q1 2026, an estimated $3.1M.
Amazon made up 2.11% of Oak Family Advisors's portfolio in Q1 2026, its #16 holding.
Oak Family Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.