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Souders Financial Advisors’s Amazon AMZN Stock Holding History

Souders Financial 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 		$7.35M Buy
35,270
+3,370
+11% +$742K 0.84% 35
2025
Q4 		$7.36M Buy
31,900
+383
+1% +$87.6K 0.84% 33
2025
Q3 		$6.92M Buy
31,517
+2,729
+9% +$618K 0.82% 31
2025
Q2 		$6.32M Sell
28,788
-1,648
-5% -$326K 0.8% 30
2025
Q1 		$5.79M Sell
30,436
-449
-1% -$97.4K 0.81% 28
2024
Q4 		$6.78M Sell
30,885
-687
-2% -$141K 0.95% 30
2024
Q3 		$5.88M Buy
31,572
+81
+0.3% +$14.8K 0.82% 34
2024
Q2 		$6.09M Buy
31,491
+279
+0.9% +$51.3K 0.92% 28
2024
Q1 		$5.63M Sell
31,212
-1,249
-4% -$208K 0.89% 33
2023
Q4 		$4.93M Buy
32,461
+308
+1% +$43.2K 0.84% 34
2023
Q3 		$4.09M Sell
32,153
-1,552
-5% -$208K 0.78% 37
2023
Q2 		$4.39M Sell
33,705
-917
-3% -$105K 0.84% 34
2023
Q1 		$3.58M Sell
34,622
-57
-0.2% -$5.51K 0.76% 35
2022
Q4 		$2.91M Buy
34,679
+1,607
+5% +$159K 0.67% 46
2022
Q3 		$3.74M Sell
33,072
-568
-2% -$71.8K 1.01% 26
2022
Q2 		$3.57M Buy
33,640
+7,320
+28% +$916K 1.03% 26
2022
Q1 		$4.29M Buy
26,320
+640
+2% +$98.9K 1.24% 19
2021
Q4 		$4.28M Buy
25,680
+460
+2% +$78.7K 1.23% 21
2021
Q3 		$4.14M Buy
25,220
+100
+0.4% +$17.2K 1.34% 18
2021
Q2 		$4.32M Buy
25,120
+680
+3% +$113K 1.46% 15
2021
Q1 		$3.78M Buy
24,440
+460
+2% +$72.9K 1.48% 15
2020
Q4 		$3.9M Buy
23,980
+420
+2% +$67K 1.7% 13
2020
Q3 		$3.58M Sell
23,560
-600
-2% -$94.6K 1.69% 13
2020
Q2 		$3.33M Sell
24,160
-9,120
-27% -$1.1M 1.91% 12
2020
Q1 		$3.24M Buy
+33,280
New +$3.22M 2.86% 8

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Souders Financial Advisors's AMZN Position: Q1 2026 in Review

Souders Financial Advisors increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $742K and bringing the position to 35,270 shares worth $7.35M. The position accounts for 0.84% of the portfolio, ranked #35.

Souders Financial Advisors first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.36M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Souders Financial Advisors held 35,270 shares of Amazon worth $7.35M as of Q1 2026.
  • Souders Financial Advisors bought 3,370 Amazon shares in Q1 2026, an estimated $742K.
  • Amazon made up 0.84% of Souders Financial Advisors's portfolio in Q1 2026, its #35 holding.
  • Souders Financial Advisors first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Amazon position peaked at $7.36M in Q4 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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