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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
2021
Q1 		– Sell
-14,000
Closed -$2.28M – 82
2020
Q4 		$2.28M Buy
14,000
+6,000
+75% +$957K 1.18% 25
2020
Q3 		$1.26M Buy
+8,000
New +$1.26M 0.71% 28

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 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. 6,000 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.
  • 6,000 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.