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Phillips Financial Management’s Amazon AMZN Stock Holding History

Phillips Financial Management’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 		$2.12M Sell
10,203
-118
-1% -$26K 0.15% 75
2025
Q4 		$2.38M Buy
10,321
+811
+9% +$186K 0.15% 75
2025
Q3 		$2.09M Buy
9,510
+1,445
+18% +$327K 0.14% 81
2025
Q2 		$1.77M Buy
8,065
+858
+12% +$170K 0.13% 84
2025
Q1 		$1.37M Buy
7,207
+264
+4% +$57.3K 0.11% 93
2024
Q4 		$1.52M Buy
6,943
+371
+6% +$75.9K 0.12% 90
2024
Q3 		$1.22M Buy
6,572
+140
+2% +$25.5K 0.09% 101
2024
Q2 		$1.24M Buy
6,432
+66
+1% +$12.1K 0.1% 97
2024
Q1 		$1.15M Sell
6,366
-204
-3% -$34.1K 0.09% 101
2023
Q4 		$998K Buy
6,570
+513
+8% +$71.9K 0.09% 103
2023
Q3 		$770K Buy
6,057
+2,251
+59% +$302K 0.07% 107
2023
Q2 		$496K Buy
3,806
+166
+5% +$19K 0.05% 128
2023
Q1 		$376K Buy
3,640
+81
+2% +$7.83K 0.04% 133
2022
Q4 		$299K Buy
3,559
+591
+20% +$58.4K 0.03% 127
2022
Q3 		$335K Buy
+2,968
New +$375K 0.04% 122
2022
Q2 		– Sell
-2,580
Closed -$421K – 109
2022
Q1 		$421K Buy
+2,580
New +$399K 0.04% 110

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

Phillips Financial Management's AMZN Position: Q1 2026 in Review

Phillips Financial Management reduced its Amazon (AMZN) stake by 1.1% in Q1 2026, selling an estimated $26K and leaving 10,203 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #75.

Phillips Financial Management first reported a position in AMZN in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Phillips Financial Management held 10,203 shares of Amazon worth $2.12M as of Q1 2026.
  • Phillips Financial Management sold 118 Amazon shares in Q1 2026, an estimated $26K.
  • Amazon made up 0.15% of Phillips Financial Management's portfolio in Q1 2026, its #75 holding.
  • Phillips Financial Management first reported a position in Amazon in Q1 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Amazon position peaked at $2.38M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.