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Plotkin Financial Advisors’s Amazon AMZN Stock Holding History

Plotkin Financial Advisors’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 		$1.69M Buy
8,133
+1
+0% +$220 0.85% 27
2025
Q4 		$1.88M Buy
8,132
+137
+2% +$31.3K 0.92% 24
2025
Q3 		$1.76M Buy
7,995
+94
+1% +$21.3K 0.87% 26
2025
Q2 		$1.73M Buy
7,901
+98
+1% +$19.4K 0.96% 26
2025
Q1 		$1.48M Buy
7,803
+17
+0.2% +$3.69K 0.91% 26
2024
Q4 		$1.71M Buy
7,786
+15
+0.2% +$3.07K 1.01% 24
2024
Q3 		$1.45M Buy
7,771
+11
+0.1% +$2.01K 0.87% 29
2024
Q2 		$1.5M Sell
7,760
-181
-2% -$33.3K 0.96% 28
2024
Q1 		$1.43M Buy
7,941
+858
+12% +$143K 0.95% 28
2023
Q4 		$1.08M Sell
7,083
-562
-7% -$78.8K 0.82% 25
2023
Q3 		$972K Buy
7,645
+317
+4% +$42.5K 0.86% 25
2023
Q2 		$955K Buy
7,328
+136
+2% +$15.5K 0.79% 26
2023
Q1 		$743K Buy
7,192
+186
+3% +$18K 0.69% 29
2022
Q4 		$589K Hold
7,006
– – 0.6% 31
2022
Q3 		$792K Sell
7,006
-5,021
-42% -$635K 0.8% 26
2022
Q2 		$1.28M Buy
12,027
+1,767
+17% +$221K 1.21% 21
2022
Q1 		$1.67M Sell
10,260
-1,120
-10% -$173K 1.17% 22
2021
Q4 		$1.9M Buy
11,380
+2,720
+31% +$466K 1.2% 24
2021
Q3 		$1.42M Buy
8,660
+360
+4% +$62.1K 0.85% 29
2021
Q2 		$1.43M Sell
8,300
-2,980
-26% -$495K 0.79% 31
2021
Q1 		$1.75M Buy
11,280
+60
+0.5% +$9.51K 1.07% 28
2020
Q4 		$1.83M Sell
11,220
-2,380
-18% -$380K 1.21% 23
2020
Q3 		$2.14M Buy
13,600
+1,280
+10% +$202K 2.36% 13
2020
Q2 		$1.7M Buy
12,320
+1,540
+14% +$186K 1.44% 18
2020
Q1 		$1.05M Buy
10,780
+900
+9% +$87.1K 1.28% 22
2019
Q4 		$913K Buy
+9,880
New +$874K 0.85% 28

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

Plotkin Financial Advisors's AMZN Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Amazon (AMZN) stake by 0.01% in Q1 2026, buying an estimated $220 and bringing the position to 8,133 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #27.

Plotkin Financial Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q3 2020. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Plotkin Financial Advisors held 8,133 shares of Amazon worth $1.69M as of Q1 2026.
  • Plotkin Financial Advisors bought 1 Amazon share in Q1 2026, an estimated $220.
  • Amazon made up 0.85% of Plotkin Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Plotkin Financial Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's Amazon position peaked at $2.14M in Q3 2020.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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