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Strategic Financial Concepts’s Amazon AMZN Stock Holding History

Strategic Financial Concepts’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 		$4.48M Buy
21,469
+15,232
+244% +$3.35M 1.1% 20
2025
Q4 		$1.44M Sell
6,237
-18,731
-75% -$4.29M 1.32% 23
2025
Q3 		$5.48M Sell
24,968
-4,154
-14% -$940K 0.8% 22
2025
Q2 		$6.37M Sell
29,122
-2,881
-9% -$570K 0.9% 22
2025
Q1 		$6.09M Sell
32,003
-1,641
-5% -$356K 1.14% 20
2024
Q4 		$7.38M Buy
33,644
+12,243
+57% +$2.5M 1.42% 16
2024
Q3 		$3.99M Sell
21,401
-3,911,179
-99% -$714M 1.27% 19
2024
Q2 		$1.79M Buy
3,932,580
+3,903,889
+13,607% +$717M 1.05% 31
2024
Q1 		$5.18M Buy
28,691
+19,519
+213% +$3.26M 1.25% 17
2023
Q4 		$1.39M Sell
9,172
-18,245
-67% -$2.56M 0.83% 39
2023
Q3 		$3.49M Sell
27,417
-47
-0.2% -$6.3K 1.18% 23
2023
Q2 		$3.58M Sell
27,464
-1,492
-5% -$170K 1.32% 17
2023
Q1 		$2.99M Buy
+28,956
New +$2.8M 1.21% 22

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 Financial Concepts's AMZN Position: Q1 2026 in Review

Strategic Financial Concepts increased its Amazon (AMZN) stake by 244% in Q1 2026, buying an estimated $3.35M and bringing the position to 21,469 shares worth $4.48M. The position accounts for 1.1% of the portfolio, ranked #20.

Strategic Financial Concepts first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.38M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Strategic Financial Concepts held 21,469 shares of Amazon worth $4.48M as of Q1 2026.
  • Strategic Financial Concepts bought 15,232 Amazon shares in Q1 2026, an estimated $3.35M.
  • Amazon made up 1.1% of Strategic Financial Concepts's portfolio in Q1 2026, its #20 holding.
  • Strategic Financial Concepts first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
  • Strategic Financial Concepts's Amazon position peaked at $7.38M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.