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Symphony Financial’s Amazon AMZN Stock Holding History

Symphony 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 		$17.2M Buy
83,383
+5,461
+7% +$1.2M 2.28% 7
2025
Q4 		$18.1M Sell
77,922
-12,908
-14% -$2.95M 2.43% 7
2025
Q3 		$19.9M Buy
90,830
+1,806
+2% +$409K 2.43% 8
2025
Q2 		$19.3M Buy
89,024
+69,675
+360% +$13.8M 2.52% 8
2025
Q1 		$3.34M Sell
19,349
-55,284
-74% -$12M 1.98% 14
2024
Q4 		$17.3M Sell
74,633
-3,791
-5% -$776K 2.71% 6
2024
Q3 		$14.7M Buy
78,424
+6,426
+9% +$1.17M 2.43% 10
2024
Q2 		$14.2M Buy
71,998
+13,819
+24% +$2.54M 2.6% 8
2024
Q1 		$10.5M Sell
58,179
-9,547
-14% -$1.59M 2.45% 8
2023
Q4 		$10.3M Buy
67,726
+62,042
+1,092% +$8.7M 2.22% 11
2023
Q3 		$709K Sell
5,684
-40,278
-88% -$5.4M 0.17% 96
2023
Q2 		$5.89M Sell
45,962
-274
-0.6% -$31.3K 1.45% 19
2023
Q1 		$4.72M Sell
46,236
-1,379
-3% -$133K 1.22% 23
2022
Q4 		$4.11M Sell
47,615
-3,033
-6% -$300K 1.09% 24
2022
Q3 		$5.81M Sell
50,648
-4,344
-8% -$549K 1.9% 14
2022
Q2 		$5.99M Sell
54,992
-3,188
-5% -$399K 1.77% 15
2022
Q1 		$9.08M Buy
58,180
+21,160
+57% +$3.27M 2.13% 13
2021
Q4 		$6.3M Buy
37,020
+9,280
+33% +$1.59M 1.75% 15
2021
Q3 		$4.58M Sell
27,740
-13,440
-33% -$2.32M 1.59% 13
2021
Q2 		$7.12M Sell
41,180
-82,360
-67% -$13.7M 2.42% 11
2021
Q1 		$10.6M Buy
123,540
+73,400
+146% +$11.6M 2.79% 12
2020
Q4 		$7.99M Buy
50,140
+6,560
+15% +$1.05M 2.87% 6
2020
Q3 		$6.86M Buy
43,580
+1,460
+3% +$230K 2.8% 6
2020
Q2 		$5.81M Buy
42,120
+9,400
+29% +$1.14M 2.81% 5
2020
Q1 		$3.21M Buy
+32,720
New +$3.17M 2.21% 7

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

Symphony Financial's AMZN Position: Q1 2026 in Review

Symphony Financial increased its Amazon (AMZN) stake by 7% in Q1 2026, buying an estimated $1.2M and bringing the position to 83,383 shares worth $17.2M. The position accounts for 2.28% of the portfolio, ranked #7.

Symphony Financial first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.9M in Q3 2025. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Symphony Financial held 83,383 shares of Amazon worth $17.2M as of Q1 2026.
  • Symphony Financial bought 5,461 Amazon shares in Q1 2026, an estimated $1.2M.
  • Amazon made up 2.28% of Symphony Financial's portfolio in Q1 2026, its #7 holding.
  • Symphony Financial first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Amazon position peaked at $19.9M in Q3 2025.
  • 5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.