Richardson Financial Services’s Amazon AMZN Stock Holding History

Richardson Financial Services’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	$2.03M	Buy	9,726 +224	+2%	+$49.3K	1.27%	15
2025 Q4	$2.19M	Buy	9,502 +352	+4%	+$80.5K	0.71%	16
2025 Q3	$2.01M	Buy	9,150 +456	+5%	+$103K	1.25%	15
2025 Q2	$1.92M	Buy	8,694 +217	+3%	+$42.9K	1.29%	14
2025 Q1	$1.61M	Sell	8,477 -4	-0%	-$868	1.23%	14
2024 Q4	$1.88M	Sell	8,481 -39	-0.5%	-$7.98K	1.32%	14
2024 Q3	$1.65M	Buy	8,520 +32	+0.4%	+$5.84K	1.05%	18
2024 Q2	$1.64M	Sell	8,488 -652	-7%	-$120K	1.18%	15
2024 Q1	$1.65M	Buy	9,140 +869	+11%	+$145K	1.16%	15
2023 Q4	$1.26M	Buy	+8,271	New	+$1.16M	1.1%	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

Richardson Financial Services's AMZN Position: Q1 2026 in Review

Richardson Financial Services increased its Amazon (AMZN) stake by 2.4% in Q1 2026, buying an estimated $49.3K and bringing the position to 9,726 shares worth $2.03M. The position accounts for 1.27% of the portfolio, ranked #15.

Richardson Financial Services first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.19M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Richardson Financial Services held 9,726 shares of Amazon worth $2.03M as of Q1 2026.
Richardson Financial Services bought 224 Amazon shares in Q1 2026, an estimated $49.3K.
Amazon made up 1.27% of Richardson Financial Services's portfolio in Q1 2026, its #15 holding.
Richardson Financial Services first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Amazon position peaked at $2.19M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.