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Safe Harbor Wealth Advisors’s Amazon AMZN Stock Holding History

Safe Harbor Wealth 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
2025
Q4 		$1.35M Buy
+6,788
New +$1.55M 1.31% 14

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Safe Harbor Wealth Advisors's AMZN Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Amazon (AMZN) in Q4 2025: 6,788 shares worth $1.35M. The stake represents 1.31% of the portfolio and ranks #14 among its holdings.

6,086 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Safe Harbor Wealth Advisors held 6,788 shares of Amazon worth $1.35M as of Q4 2025.
  • Amazon was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Amazon made up 1.31% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #14 holding.
  • 6,086 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.