SFS
AMZN icon

Stiles Financial Services’s Amazon AMZN Stock Holding History

Stiles Financial Services’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 		$8.38M Buy
40,229
+489
+1% +$108K 2.56% 6
2025
Q4 		$9.17M Sell
39,740
-117
-0.3% -$26.8K 2.82% 4
2025
Q3 		$8.75M Buy
39,857
+205
+0.5% +$46.4K 2.76% 4
2025
Q2 		$8.7M Buy
39,652
+792
+2% +$157K 3% 3
2025
Q1 		$7.39M Sell
38,860
-3
-0% -$651 2.84% 5
2024
Q4 		$8.53M Sell
38,863
-709
-2% -$145K 3.09% 3
2024
Q3 		$7.37M Buy
39,572
+289
+0.7% +$52.7K 2.6% 4
2024
Q2 		$7.59M Sell
39,283
-142
-0.4% -$26.1K 2.92% 3
2024
Q1 		$7.11M Sell
39,425
-300
-0.8% -$50.1K 2.85% 3
2023
Q4 		$6.04M Buy
39,725
+1,275
+3% +$179K 2.74% 4
2023
Q3 		$4.89M Sell
38,450
-680
-2% -$91.1K 2.53% 5
2023
Q2 		$5.1M Sell
39,130
-864
-2% -$98.7K 2.53% 4
2023
Q1 		$4.13M Buy
39,994
+305
+0.8% +$29.5K 2.22% 5
2022
Q4 		$3.33M Buy
39,689
+344
+0.9% +$34K 1.91% 7
2022
Q3 		$4.45M Buy
39,345
+1,330
+3% +$168K 2.7% 4
2022
Q2 		$4.04M Buy
38,015
+655
+2% +$82K 2.43% 3
2022
Q1 		$6.1M Buy
37,360
+2,160
+6% +$334K 3.05% 3
2021
Q4 		$5.89M Buy
+35,200
New +$6.02M 2.84% 3

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

Stiles Financial Services's AMZN Position: Q1 2026 in Review

Stiles Financial Services increased its Amazon (AMZN) stake by 1.2% in Q1 2026, buying an estimated $108K and bringing the position to 40,229 shares worth $8.38M. The position accounts for 2.56% of the portfolio, ranked #6.

Stiles Financial Services first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.17M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Stiles Financial Services held 40,229 shares of Amazon worth $8.38M as of Q1 2026.
  • Stiles Financial Services bought 489 Amazon shares in Q1 2026, an estimated $108K.
  • Amazon made up 2.56% of Stiles Financial Services's portfolio in Q1 2026, its #6 holding.
  • Stiles Financial Services first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Amazon position peaked at $9.17M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.