SF
AMZN icon

Summit Financial’s Amazon AMZN Stock Holding History

Summit Financial’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 		$85M Buy
407,933
+53,202
+15% +$11.7M 1.08% 12
2025
Q4 		$81.9M Sell
354,731
-6,676
-2% -$1.53M 1.2% 12
2025
Q3 		$79.4M Buy
361,407
+52,962
+17% +$12M 1.21% 13
2025
Q2 		$67.7M Buy
308,445
+9,886
+3% +$1.96M 1.53% 12
2025
Q1 		$56.8M Buy
298,559
+74,622
+33% +$16.2M 1.59% 10
2024
Q4 		$49.1M Buy
223,937
+5,245
+2% +$1.07M 1.72% 9
2024
Q3 		$40.7M Buy
218,692
+3,735
+2% +$681K 1.6% 10
2024
Q2 		$41.5M Buy
214,957
+50,014
+30% +$9.19M 1.9% 8
2024
Q1 		$29.8M Buy
164,943
+1,610
+1% +$269K 1.76% 9
2023
Q4 		$24.8M Buy
163,333
+12,183
+8% +$1.71M 1.62% 10
2023
Q3 		$19.2M Buy
151,150
+7,986
+6% +$1.07M 1.42% 11
2023
Q2 		$18.7M Sell
143,164
-6,106
-4% -$697K 1.36% 11
2023
Q1 		$15.4M Buy
149,270
+4,319
+3% +$417K 1.35% 12
2022
Q4 		$12.2M Sell
144,951
-15,562
-10% -$1.54M 1.14% 13
2022
Q3 		$18.1M Buy
160,513
+12,697
+9% +$1.6M 1.72% 11
2022
Q2 		$15.7M Buy
147,816
+14,756
+11% +$1.85M 1.47% 12
2022
Q1 		$21.7M Buy
133,060
+10,460
+9% +$1.62M 1.69% 11
2021
Q4 		$20.4M Buy
122,600
+10,480
+9% +$1.79M 1.56% 10
2021
Q3 		$18.4M Buy
112,120
+92,100
+460% +$15.9M 1.58% 11
2021
Q2 		$3.44M Buy
20,020
+18,400
+1,136% +$3.06M 0.34% 28
2021
Q1 		$251K Hold
1,620
– – 0.03% 52
2020
Q4 		$264K Buy
+1,620
New +$259K 0.04% 47

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

Summit Financial's AMZN Position: Q1 2026 in Review

Summit Financial increased its Amazon (AMZN) stake by 15% in Q1 2026, buying an estimated $11.7M and bringing the position to 407,933 shares worth $85M. The position accounts for 1.08% of the portfolio, ranked #12.

Summit Financial first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Summit Financial held 407,933 shares of Amazon worth $85M as of Q1 2026.
  • Summit Financial bought 53,202 Amazon shares in Q1 2026, an estimated $11.7M.
  • Amazon made up 1.08% of Summit Financial's portfolio in Q1 2026, its #12 holding.
  • Summit Financial first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.