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Resurgent Financial Advisors’s Amazon AMZN Stock Holding History

Resurgent 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 		$3.59M Buy
17,227
+926
+6% +$204K 1.3% 15
2025
Q4 		$3.76M Sell
16,301
-381
-2% -$87.2K 1.89% 8
2025
Q3 		$3.66M Buy
16,682
+354
+2% +$80.1K 1.8% 10
2025
Q2 		$3.58M Buy
16,328
+447
+3% +$88.5K 1.97% 9
2025
Q1 		$3.02M Buy
15,881
+695
+5% +$151K 1.81% 10
2024
Q4 		$3.33M Sell
15,186
-652
-4% -$133K 1.96% 9
2024
Q3 		$2.95M Sell
15,838
-145
-0.9% -$26.5K 1.73% 11
2024
Q2 		$3.09M Buy
15,983
+321
+2% +$59K 1.92% 9
2024
Q1 		$2.83M Buy
15,662
+984
+7% +$164K 1.51% 12
2023
Q4 		$2.23M Sell
14,678
-957
-6% -$134K 1.37% 11
2023
Q3 		$1.99M Sell
15,635
-2,912
-16% -$390K 1.35% 13
2023
Q2 		$2.42M Sell
18,547
-642
-3% -$73.3K 1.6% 9
2023
Q1 		$1.98M Sell
19,189
-3,553
-16% -$343K 1.32% 12
2022
Q4 		$1.91M Buy
22,742
+1,953
+9% +$193K 1.01% 16
2022
Q3 		$2.35M Buy
20,789
+3,429
+20% +$433K 1.57% 9
2022
Q2 		$1.84M Buy
17,360
+1,800
+12% +$225K 1.18% 16
2022
Q1 		$2.54M Buy
15,560
+6,960
+81% +$1.08M 1.57% 11
2021
Q4 		$1.43M Buy
+8,600
New +$1.47M 1.14% 19

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

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

Resurgent Financial Advisors increased its Amazon (AMZN) stake by 5.7% in Q1 2026, buying an estimated $204K and bringing the position to 17,227 shares worth $3.59M. The position accounts for 1.3% of the portfolio, ranked #15.

Resurgent Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.76M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Resurgent Financial Advisors held 17,227 shares of Amazon worth $3.59M as of Q1 2026.
  • Resurgent Financial Advisors bought 926 Amazon shares in Q1 2026, an estimated $204K.
  • Amazon made up 1.3% of Resurgent Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Resurgent Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Amazon position peaked at $3.76M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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