PF
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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
2025
Q1 		– Sell
-11,000
Closed -$2.41K – 373
2024
Q4 		$2.41K Buy
+11,000
New +$2.25M ﹤0.01% 362
2024
Q2 		– Sell
-31,100
Closed -$5.61K – 357
2024
Q1 		$5.61K Buy
31,100
+4,500
+17% +$751K ﹤0.01% 410
2023
Q4 		$4.04K Buy
26,600
+4,500
+20% +$631K ﹤0.01% 333
2023
Q3 		$2.81M Buy
+22,100
New +$2.96M 0.05% 160

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

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. 5,986 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.
  • 5,986 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.