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Socha Financial Group’s Amazon AMZN Stock Holding History

Socha Financial Group’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 		– Sell
-1,373
Closed -$301K – 17
2025
Q3 		$301K Sell
1,373
-75
-5% -$17K 0.13% 19
2025
Q2 		$318K Hold
1,448
– – 0.14% 15
2025
Q1 		$275K Sell
1,448
-280
-16% -$60.8K 0.13% 19
2024
Q4 		$379K Buy
1,728
+55
+3% +$11.3K 0.18% 15
2024
Q3 		$312K Sell
1,673
-5
-0.3% -$912 0.14% 17
2024
Q2 		$324K Sell
1,678
-333
-17% -$61.2K 0.15% 14
2024
Q1 		$363K Buy
2,011
+20
+1% +$3.34K 0.16% 20
2023
Q4 		$303K Buy
1,991
+63
+3% +$8.83K 0.15% 23
2023
Q3 		$245K Sell
1,928
-5
-0.3% -$670 0.13% 25
2023
Q2 		$252K Buy
+1,933
New +$221K 0.13% 26
2022
Q2 		– Sell
-1,320
Closed -$215K – 16
2022
Q1 		$215K Buy
1,320
+120
+10% +$18.5K 0.18% 16
2021
Q4 		$200K Buy
+1,200
New +$205K 0.15% 17

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Socha Financial Group's AMZN Position: Q4 2025 in Review

Socha Financial Group sold out of Amazon (AMZN) in Q4 2025, closing a stake of 1,373 shares — an estimated $301K sold.

Socha Financial Group first reported a position in AMZN in Q4 2021 and held it in 12 quarters. The position peaked at $379K in Q4 2024. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Socha Financial Group reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 1,373 Amazon shares in Q4 2025, an estimated $301K.
  • Socha Financial Group first reported a position in Amazon in Q4 2021 and held it in 12 quarters.
  • Socha Financial Group's Amazon position peaked at $379K in Q4 2024.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.