OFG
AMZN icon

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
Q2 		$5.91M Sell
24,781
-2,497
-9% -$627K 0.3% 34
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oxford Financial Group's AMZN Position: Q2 2026 in Review

Oxford Financial Group reduced its Amazon (AMZN) stake by 9.2% in Q2 2026, selling an estimated $627K and leaving 24,781 shares worth $5.91M. The position accounts for 0.3% of the portfolio, ranked #34.

Oxford Financial Group first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. 6,149 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oxford Financial Group held 24,781 shares of Amazon worth $5.91M as of Q2 2026.
  • Oxford Financial Group sold 2,497 Amazon shares in Q2 2026, an estimated $627K.
  • Amazon made up 0.3% of Oxford Financial Group's portfolio in Q2 2026, its #34 holding.
  • Oxford Financial Group first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • 6,149 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.