OneAscent Family Office’s Amazon AMZN Stock Holding History

OneAscent Family Office’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	$1.85M	Buy	8,884 +1,079	+14%	+$238K	1.29%	16
2025 Q4	$1.8M	Buy	7,805 +1,118	+17%	+$256K	1.22%	20
2025 Q3	$1.47M	Buy	6,687 +121	+2%	+$27.4K	1.19%	17
2025 Q2	$1.44M	Sell	6,566 -5,976	-48%	-$1.18M	1.36%	15
2025 Q1	$2.4M	Buy	12,542 +9,455	+306%	+$2.05M	2.23%	8
2024 Q4	$677K	Buy	+3,087	New	+$632K	1.23%	13

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

OneAscent Family Office's AMZN Position: Q1 2026 in Review

OneAscent Family Office increased its Amazon (AMZN) stake by 14% in Q1 2026, buying an estimated $238K and bringing the position to 8,884 shares worth $1.85M. The position accounts for 1.29% of the portfolio, ranked #16.

OneAscent Family Office first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q1 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

OneAscent Family Office held 8,884 shares of Amazon worth $1.85M as of Q1 2026.
OneAscent Family Office bought 1,079 Amazon shares in Q1 2026, an estimated $238K.
Amazon made up 1.29% of OneAscent Family Office's portfolio in Q1 2026, its #16 holding.
OneAscent Family Office first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Amazon position peaked at $2.4M in Q1 2025.
5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.