OF
AMZN icon

Optimize Financial’s Amazon AMZN Stock Holding History

Optimize Financial’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 		$626K Buy
3,005
+354
+13% +$77.9K 0.31% 56
2025
Q4 		$612K Sell
2,651
-6
-0.2% -$1.37K 0.31% 82
2025
Q3 		$583K Sell
2,657
-817
-24% -$185K 0.3% 79
2025
Q2 		$762K Sell
3,474
-24
-0.7% -$4.75K 0.47% 58
2025
Q1 		$666K Buy
+3,498
New +$759K 0.48% 65

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

Optimize Financial's AMZN Position: Q1 2026 in Review

Optimize Financial increased its Amazon (AMZN) stake by 13% in Q1 2026, buying an estimated $77.9K and bringing the position to 3,005 shares worth $626K. The position accounts for 0.31% of the portfolio, ranked #56.

Optimize Financial first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $762K in Q2 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Optimize Financial held 3,005 shares of Amazon worth $626K as of Q1 2026.
  • Optimize Financial bought 354 Amazon shares in Q1 2026, an estimated $77.9K.
  • Amazon made up 0.31% of Optimize Financial's portfolio in Q1 2026, its #56 holding.
  • Optimize Financial first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • Optimize Financial's Amazon position peaked at $762K in Q2 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.