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Oxford Financial Group’s Amazon AMZN Stock Holding History

Oxford Financial Group’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 		$5.68M Buy
27,278
+6,326
+30% +$1.39M 0.31% 31
2025
Q4 		$4.84M Sell
20,952
-2,680
-11% -$613K 0.27% 35
2025
Q3 		$5.19M Buy
23,632
+2,442
+12% +$553K 0.29% 32
2025
Q2 		$4.65M Sell
21,190
-2,150
-9% -$425K 0.28% 33
2025
Q1 		$4.44M Sell
23,340
-2,881
-11% -$625K 0.31% 33
2024
Q4 		$5.75M Sell
26,221
-1,749
-6% -$358K 0.37% 31
2024
Q3 		$5.21M Sell
27,970
-2,042
-7% -$373K 0.33% 34
2024
Q2 		$5.8M Buy
30,012
+5,089
+20% +$935K 0.38% 30
2024
Q1 		$4.5M Buy
24,923
+245
+1% +$40.9K 0.31% 36
2023
Q4 		$3.75M Sell
24,678
-723
-3% -$101K 0.28% 38
2023
Q3 		$3.23M Sell
25,401
-1,418
-5% -$190K 0.28% 39
2023
Q2 		$3.5M Buy
26,819
+9,522
+55% +$1.09M 0.33% 36
2023
Q1 		$1.79M Buy
17,297
+1,189
+7% +$115K 0.2% 43
2022
Q4 		$1.35M Buy
16,108
+1,638
+11% +$162K 0.16% 57
2022
Q3 		$1.64M Sell
14,470
-1,889
-12% -$239K 0.25% 39
2022
Q2 		$1.74M Buy
16,359
+1,659
+11% +$208K 0.26% 40
2022
Q1 		$2.4M Sell
14,700
-5,080
-26% -$785K 0.3% 34
2021
Q4 		$3.3M Buy
19,780
+900
+5% +$154K 0.37% 33
2021
Q3 		$3.1M Buy
18,880
+3,060
+19% +$528K 0.4% 29
2021
Q2 		$2.72M Buy
15,820
+280
+2% +$46.5K 0.36% 31
2021
Q1 		$2.4M Sell
15,540
-360
-2% -$57.1K 0.33% 31
2020
Q4 		$2.59M Buy
15,900
+3,420
+27% +$546K 0.38% 30
2020
Q3 		$1.97M Sell
12,480
-1,040
-8% -$164K 0.32% 36
2020
Q2 		$1.86M Sell
13,520
-120
-0.9% -$14.5K 0.32% 33
2020
Q1 		$1.33M Buy
+13,640
New +$1.32M 0.27% 40

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

Oxford Financial Group's AMZN Position: Q1 2026 in Review

Oxford Financial Group increased its Amazon (AMZN) stake by 30% in Q1 2026, buying an estimated $1.39M and bringing the position to 27,278 shares worth $5.68M. The position accounts for 0.31% of the portfolio, ranked #31.

Oxford Financial Group first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.8M in Q2 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Oxford Financial Group held 27,278 shares of Amazon worth $5.68M as of Q1 2026.
  • Oxford Financial Group bought 6,326 Amazon shares in Q1 2026, an estimated $1.39M.
  • Amazon made up 0.31% of Oxford Financial Group's portfolio in Q1 2026, its #31 holding.
  • Oxford Financial Group first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Amazon position peaked at $5.8M in Q2 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.