Personal CFO Solutions’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.2M Sell
58,801
-6,067
-9% -$1.34M 1.72% 11
2025
Q4
$15M Buy
64,868
+4,406
+7% +$1.01M 2.38% 6
2025
Q3
$13.3M Buy
60,462
+677
+1% +$153K 2.33% 7
2025
Q2
$13.1M Sell
59,785
-5,099
-8% -$1.01M 2.43% 5
2025
Q1
$12.3M Sell
64,884
-2,481
-4% -$538K 2.51% 3
2024
Q4
$14.8M Sell
67,365
-3,863
-5% -$790K 2.91% 4
2024
Q3
$13.3M Sell
71,228
-1,039
-1% -$190K 1.85% 5
2024
Q2
$14M Sell
72,267
-232
-0.3% -$42.6K 2.15% 6
2024
Q1
$13.1M Buy
72,499
+1,695
+2% +$283K 2.04% 6
2023
Q4
$10.8M Buy
70,804
+60
+0.1% +$8.41K 1.86% 6
2023
Q3
$8.99M Sell
70,744
-1,718
-2% -$230K 1.78% 8
2023
Q2
$9.45M Buy
72,462
+883
+1% +$101K 1.92% 7
2023
Q1
$7.39M Buy
71,579
+5,958
+9% +$576K 1.53% 10
2022
Q4
$5.51M Sell
65,621
-1,139
-2% -$113K 1.17% 14
2022
Q3
$7.54M Buy
66,760
+1,534
+2% +$194K 1.89% 9
2022
Q2
$6.93M Buy
65,226
+4,946
+8% +$619K 1.62% 12
2022
Q1
$9.82M Buy
60,280
+2,200
+4% +$340K 1.94% 7
2021
Q4
$9.68M Buy
58,080
+4,820
+9% +$825K 1.81% 9
2021
Q3
$8.75M Buy
53,260
+11,300
+27% +$1.95M 1.79% 10
2021
Q2
$7.22M Sell
41,960
-1,700
-4% -$283K 1.48% 13
2021
Q1
$6.75M Buy
43,660
+10,120
+30% +$1.6M 1.46% 14
2020
Q4
$5.46M Buy
33,540
+500
+2% +$79.8K 1.35% 12
2020
Q3
$5K Buy
33,040
+820
+3% +$129K 1.67% 9
2020
Q2
$4.45M Buy
32,220
+6,140
+24% +$742K 1.32% 8
2020
Q1
$2.54M Buy
26,080
+2,720
+12% +$263K 0.91% 26
2019
Q4
$2.16M Buy
+23,360
New +$2.07M 0.62% 30

Other funds holding AMZN

Personal CFO Solutions's AMZN Position: Q1 2026 in Review

Personal CFO Solutions reduced its Amazon (AMZN) stake by 9.4% in Q1 2026, selling an estimated $1.34M and leaving 58,801 shares worth $12.2M. The position accounts for 1.72% of the portfolio, ranked #11.

Personal CFO Solutions first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $15M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Personal CFO Solutions held 58,801 shares of Amazon worth $12.2M as of Q1 2026.
  • Personal CFO Solutions sold 6,067 Amazon shares in Q1 2026, an estimated $1.34M.
  • Amazon made up 1.72% of Personal CFO Solutions's portfolio in Q1 2026, its #11 holding.
  • Personal CFO Solutions first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Amazon position peaked at $15M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.