PF
AMZN icon

Phoenix Financial’s Amazon AMZN Stock Holding History

Phoenix Financial’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 		$426M Buy
2,043,423
+574,350
+39% +$126M 4.03% 4
2025
Q4 		$335M Buy
1,469,073
+253,961
+21% +$58.1M 3.63% 4
2025
Q3 		$267M Sell
1,215,112
-362,836
-23% -$82.1M 3.25% 7
2025
Q2 		$346M Buy
1,577,948
+91,919
+6% +$18.2M 4.56% 4
2025
Q1 		$283M Buy
1,486,029
+26,129
+2% +$5.67M 4.33% 2
2024
Q4 		$320M Buy
1,459,900
+18,715
+1% +$3.83M 4.37% 3
2024
Q3 		$269M Buy
1,441,185
+266,429
+23% +$48.6M 3.97% 5
2024
Q2 		$228M Buy
1,174,756
+33,838
+3% +$6.22M 3.47% 6
2024
Q1 		$206M Buy
1,140,918
+94,193
+9% +$15.7M 2.84% 7
2023
Q4 		$177M Sell
1,046,725
-668,527
-39% -$93.7M 2.93% 6
2023
Q3 		$218M Buy
+1,715,252
New +$230M 3.99% 3
2023
Q2 		– Sell
-148,481
Closed -$15.3M – 320
2023
Q1 		$15.3M Buy
148,481
+38,861
+35% +$3.75M 0.34% 50
2022
Q4 		$9.21M Buy
109,620
+18,863
+21% +$1.86M 0.18% 68
2022
Q3 		$10.4M Sell
90,757
-466,401
-84% -$59M 0.23% 65
2022
Q2 		$59.2M Sell
557,158
-122,842
-18% -$15.4M 1.21% 28
2022
Q1 		$111M Sell
680,000
-61,240
-8% -$9.46M 1.87% 10
2021
Q4 		$124M Buy
741,240
+68,720
+10% +$11.8M 2.04% 7
2021
Q3 		$110M Buy
672,520
+180,440
+37% +$31.1M 1.92% 10
2021
Q2 		$84.7M Buy
492,080
+23,240
+5% +$3.86M 1.61% 9
2021
Q1 		$72.4M Sell
468,840
-23,020
-5% -$3.65M 1.64% 10
2020
Q4 		$80M Buy
+491,860
New +$78.5M 2.14% 3
2020
Q3 		– Sell
-58,500
Closed -$7.45M – 327
2020
Q2 		$7.45M Sell
58,500
-1,080
-2% -$130K 0.32% 87
2020
Q1 		$5.65M Buy
59,580
+39,660
+199% +$3.84M 0.29% 96
2019
Q4 		$1.83M Buy
19,920
+760
+4% +$67.3K 0.08% 137
2019
Q3 		$1.58M Buy
+19,160
New +$1.78M 0.07% 136

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's AMZN Position: Q1 2026 in Review

Phoenix Financial increased its Amazon (AMZN) stake by 39% in Q1 2026, buying an estimated $126M and bringing the position to 2,043,423 shares worth $426M. The position accounts for 4.03% of the portfolio, ranked #4.

Phoenix Financial first reported a position in AMZN in Q3 2019 and has held it in 25 quarters since. 5,996 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Phoenix Financial held 2,043,423 shares of Amazon worth $426M as of Q1 2026.
  • Phoenix Financial bought 574,350 Amazon shares in Q1 2026, an estimated $126M.
  • Amazon made up 4.03% of Phoenix Financial's portfolio in Q1 2026, its #4 holding.
  • Phoenix Financial first reported a position in Amazon in Q3 2019 and has held it in 25 quarters since.
  • 5,996 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.