RF&L Wealth Management’s Amazon AMZN Stock Holding History

RF&L Wealth 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	$383K	Sell	1,837 -23,922	-93%	-$5.27M	0.29%	42
2025 Q4	$5.95M	Buy	25,759 +31	+0.1%	+$7.09K	3.33%	9
2025 Q3	$5.65M	Buy	25,728 +116	+0.5%	+$26.3K	3.32%	9
2025 Q2	$5.62M	Hold	25,612	–	–	3.62%	8
2025 Q1	$4.87M	Sell	25,612 -10	-0%	-$2.17K	3.48%	8
2024 Q4	$5.62M	Hold	25,622	–	–	3.98%	8
2024 Q3	$4.77M	Hold	25,622	–	–	3.38%	8
2024 Q2	$4.95M	Hold	25,622	–	–	3.77%	8
2024 Q1	$4.62M	Hold	25,622	–	–	3.56%	8
2023 Q4	$3.89M	Hold	25,622	–	–	3.24%	9
2023 Q3	$3.26M	Sell	25,622 -200	-0.8%	-$26.8K	3.02%	12
2023 Q2	$3.37M	Sell	25,822 -25	-0.1%	-$2.85K	3.07%	11
2023 Q1	$2.67M	Buy	25,847 +900	+4%	+$87K	2.59%	14
2022 Q4	$2.1M	Buy	+24,947	New	+$2.46M	2.16%	14

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RF&L Wealth Management's AMZN Position: Q1 2026 in Review

RF&L Wealth Management reduced its Amazon (AMZN) stake by 93% in Q1 2026, selling an estimated $5.27M and leaving 1,837 shares worth $383K. The position accounts for 0.29% of the portfolio, ranked #42.

RF&L Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.95M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

RF&L Wealth Management held 1,837 shares of Amazon worth $383K as of Q1 2026.
RF&L Wealth Management sold 23,922 Amazon shares in Q1 2026, an estimated $5.27M.
Amazon made up 0.29% of RF&L Wealth Management's portfolio in Q1 2026, its #42 holding.
RF&L Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's Amazon position peaked at $5.95M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.