SS&H Financial Advisors’s Amazon AMZN Stock Holding History

SS&H 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
2025 Q4	$9.48M	Buy	41,080 +2,778	+7%	+$636K	2.77%	6
2025 Q3	$8.41M	Buy	38,302 +390	+1%	+$88.3K	2.56%	8
2025 Q2	$8.32M	Sell	37,912 -5,130	-12%	-$1.02M	2.78%	8
2025 Q1	$8.19M	Sell	43,042 -285	-0.7%	-$61.8K	3.05%	6
2024 Q4	$9.51M	Sell	43,327 -200	-0.5%	-$40.9K	3.46%	5
2024 Q3	$8.11M	Hold	43,527	–	–	2.95%	6
2024 Q2	$8.41M	Buy	43,527 +2,640	+6%	+$485K	3.28%	5
2024 Q1	$7.38M	Sell	40,887 -400	-1%	-$66.8K	3.07%	6
2023 Q4	$6.27M	Buy	41,287 +875	+2%	+$123K	2.66%	7
2023 Q3	$5.14M	Buy	+40,412	New	+$5.42M	2.41%	8
2023 Q1	$4.31M	Buy	41,680 +3,075	+8%	+$297K	1.97%	10
2022 Q4	$3.24M	Buy	38,605 +7,830	+25%	+$773K	1.54%	20
2022 Q3	$3.48M	Hold	30,775	–	–	1.8%	14
2022 Q2	$3.27M	Buy	+30,775	New	+$3.85M	1.51%	21

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's AMZN Position: Q4 2025 in Review

SS&H Financial Advisors increased its Amazon (AMZN) stake by 7.3% in Q4 2025, buying an estimated $636K and bringing the position to 41,080 shares worth $9.48M. The position accounts for 2.77% of the portfolio, ranked #6.

SS&H Financial Advisors first reported a position in AMZN in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.51M in Q4 2024. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

SS&H Financial Advisors held 41,080 shares of Amazon worth $9.48M as of Q4 2025.
SS&H Financial Advisors bought 2,778 Amazon shares in Q4 2025, an estimated $636K.
Amazon made up 2.77% of SS&H Financial Advisors's portfolio in Q4 2025, its #6 holding.
SS&H Financial Advisors first reported a position in Amazon in Q2 2022 and has held it in 14 quarters since.
SS&H Financial Advisors's Amazon position peaked at $9.51M in Q4 2024.
6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.