Spectrum Financial Alliance’s Amazon AMZN Stock Holding History

Spectrum Financial Alliance’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	–	Sell	-885	Closed	-$204K	–	31
2025 Q4	$204K	Buy	+885	New	+$202K	0.04%	29

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

Spectrum Financial Alliance's AMZN Position: Q1 2026 in Review

Spectrum Financial Alliance sold out of Amazon (AMZN) in Q1 2026, closing a stake of 885 shares — an estimated $204K sold.

Spectrum Financial Alliance first reported a position in AMZN in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Spectrum Financial Alliance reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
Spectrum Financial Alliance sold 885 Amazon shares in Q1 2026, an estimated $204K.
Spectrum Financial Alliance first reported a position in Amazon in Q4 2025 and held it in 1 quarter.
Spectrum Financial Alliance's Amazon position peaked at $204K in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.