SFMG Wealth Advisors’s Amazon AMZN Stock Holding History

SFMG 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
2026 Q1	$1.04M	Sell	5,000 -6,000	-55%	-$1.32M	0.07%	112
2025 Q4	$274K	Buy	+11,000	New	+$2.52M	0.02%	252
2023 Q4	–	Sell	-12,000	Closed	-$72.7K	–	273
2023 Q3	$72.7K	Sell	12,000 -18,000	-60%	-$2.41M	0.01%	242
2023 Q2	$227K	Sell	30,000 -200	-0.7%	-$22.8K	0.02%	212
2023 Q1	$83.2K	Hold	30,200	–	–	0.01%	246
2022 Q4	$51.4K	Buy	30,200 +10,000	+50%	+$988K	0.01%	247
2022 Q3	$239K	Buy	20,200 +200	+1%	+$25.3K	0.03%	196
2022 Q2	$501K	Buy	+20,000	New	+$2.5M	0.06%	131
2021 Q3	–	Sell	-6,000	Closed	-$168K	–	260
2021 Q2	$168K	Buy	+6,000	New	+$997K	0.02%	252
2020 Q4	–	Sell	-4,000	Closed	-$233K	–	230
2020 Q3	$233K	Buy	+4,000	New	+$631K	0.03%	158
2018 Q2	–	Sell	-2,000	Closed	-$27K	–	153
2018 Q1	$27K	Buy	+2,000	New	+$143K	﹤0.01%	152

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

SFMG Wealth Advisors's AMZN Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Amazon (AMZN) stake by 1.2% in Q1 2026, buying an estimated $272K and bringing the position to 106,034 shares worth $22.1M. The position accounts for 1.5% of the portfolio, ranked #13.

SFMG Wealth Advisors first reported a position in AMZN in Q1 2015 and has held it in 41 quarters since. The position peaked at $24.2M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

SFMG Wealth Advisors held 106,034 shares of Amazon worth $22.1M as of Q1 2026.
SFMG Wealth Advisors bought 1,234 Amazon shares in Q1 2026, an estimated $272K.
Amazon made up 1.5% of SFMG Wealth Advisors's portfolio in Q1 2026, its #13 holding.
SFMG Wealth Advisors first reported a position in Amazon in Q1 2015 and has held it in 41 quarters since.
SFMG Wealth Advisors's Amazon position peaked at $24.2M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.