Oxford Wealth Group’s Amazon AMZN Stock Holding History

Oxford Wealth 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	$2.01M	Sell	9,645 -278	-3%	-$61.2K	1.1%	31
2025 Q4	$2.29M	Buy	+9,923	New	+$2.27M	1.11%	29
2024 Q4	$4.27M	Buy	19,458 +903	+5%	+$185K	2.76%	8
2024 Q3	$3.46M	Sell	18,555 -3,379	-15%	-$617K	2.81%	9
2024 Q2	$4.24M	Buy	21,934 +4,427	+25%	+$813K	2.91%	7
2024 Q1	$3.16M	Buy	+17,507	New	+$2.92M	2.87%	7

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

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

Oxford Wealth Group reduced its Amazon (AMZN) stake by 2.8% in Q1 2026, selling an estimated $61.2K and leaving 9,645 shares worth $2.01M. The position accounts for 1.1% of the portfolio, ranked #31.

Oxford Wealth Group first reported a position in AMZN in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.27M in Q4 2024. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Oxford Wealth Group held 9,645 shares of Amazon worth $2.01M as of Q1 2026.
Oxford Wealth Group sold 278 Amazon shares in Q1 2026, an estimated $61.2K.
Amazon made up 1.1% of Oxford Wealth Group's portfolio in Q1 2026, its #31 holding.
Oxford Wealth Group first reported a position in Amazon in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's Amazon position peaked at $4.27M in Q4 2024.
5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.