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Strategic Family Wealth Counselors’s Amazon AMZN Stock Holding History

Strategic Family Wealth Counselors’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 		$2.59M Sell
12,418
-7,508
-38% -$1.65M 0.68% 40
2025
Q4 		$4.6M Buy
19,926
+11,055
+125% +$2.53M 1.03% 30
2025
Q3 		$1.95M Buy
8,871
+12
+0.1% +$2.72K 0.5% 47
2025
Q2 		$1.94M Buy
8,859
+1,122
+15% +$222K 0.55% 46
2025
Q1 		$1.47M Buy
7,737
+257
+3% +$55.8K 0.48% 48
2024
Q4 		$1.64M Buy
7,480
+1,724
+30% +$353K 0.53% 46
2024
Q3 		$1.07M Buy
5,756
+306
+6% +$55.8K 0.38% 51
2024
Q2 		$1.05M Buy
5,450
+81
+2% +$14.9K 0.4% 48
2024
Q1 		$968K Buy
5,369
+235
+5% +$39.2K 0.38% 52
2023
Q4 		$780K Buy
5,134
+355
+7% +$49.8K 0.33% 52
2023
Q3 		$608K Sell
4,779
-859
-15% -$115K 0.29% 49
2023
Q2 		$735K Sell
5,638
-21
-0.4% -$2.4K 0.34% 47
2023
Q1 		$585K Buy
5,659
+758
+15% +$73.2K 0.28% 51
2022
Q4 		$412K Sell
4,901
-154
-3% -$15.2K 0.2% 64
2022
Q3 		$571K Buy
5,055
+325
+7% +$41.1K 0.28% 44
2022
Q2 		$502K Buy
4,730
+870
+23% +$109K 0.24% 52
2022
Q1 		$629K Buy
3,860
+60
+2% +$9.27K 0.25% 50
2021
Q4 		$634K Hold
3,800
– – 0.2% 55
2021
Q3 		$624K Buy
3,800
+40
+1% +$6.9K 0.21% 48
2021
Q2 		$647K Hold
3,760
– – 0.21% 47
2021
Q1 		$582K Buy
3,760
+200
+6% +$31.7K 0.22% 47
2020
Q4 		$580K Buy
3,560
+1,020
+40% +$163K 0.3% 46
2020
Q3 		$400K Sell
2,540
-1,280
-34% -$202K 0.22% 54
2020
Q2 		$527K Buy
3,820
+120
+3% +$14.5K 0.33% 46
2020
Q1 		$361K Buy
+3,700
New +$358K 0.27% 51
2019
Q1 		– Sell
-3,800
Closed -$285K – 70
2018
Q4 		$285K Buy
+3,800
New +$316K 0.32% 46

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

Strategic Family Wealth Counselors's AMZN Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Amazon (AMZN) stake by 38% in Q1 2026, selling an estimated $1.65M and leaving 12,418 shares worth $2.59M. The position accounts for 0.68% of the portfolio, ranked #40.

Strategic Family Wealth Counselors first reported a position in AMZN in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.6M in Q4 2025. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Strategic Family Wealth Counselors held 12,418 shares of Amazon worth $2.59M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 7,508 Amazon shares in Q1 2026, an estimated $1.65M.
  • Amazon made up 0.68% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #40 holding.
  • Strategic Family Wealth Counselors first reported a position in Amazon in Q4 2018 and has held it in 26 quarters since.
  • Strategic Family Wealth Counselors's Amazon position peaked at $4.6M in Q4 2025.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.