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Synergy Financial Group’s Amazon AMZN Stock Holding History

Synergy Financial Group’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 		$8.5M Sell
40,827
-703
-2% -$155K 6.39% 3
2025
Q4 		$9.59M Sell
41,530
-1,235
-3% -$283K 6.74% 3
2025
Q3 		$9.39M Buy
42,765
+1,915
+5% +$433K 6.33% 4
2025
Q2 		$8.96M Buy
40,850
+1,051
+3% +$208K 6.6% 3
2025
Q1 		$7.57M Sell
39,799
-1,422
-3% -$309K 6.8% 1
2024
Q4 		$9.04M Sell
41,221
-1,072
-3% -$219K 7.54% 1
2024
Q3 		$7.88M Buy
42,293
+61
+0.1% +$11.1K 7.48% 3
2024
Q2 		$8.16M Sell
42,232
-33
-0.1% -$6.06K 8.55% 2
2024
Q1 		$7.62M Sell
42,265
-154
-0.4% -$25.7K 8.59% 2
2023
Q4 		$6.45M Sell
42,419
-385
-0.9% -$54K 7.9% 2
2023
Q3 		$5.44M Sell
42,804
-370
-0.9% -$49.6K 7.6% 2
2023
Q2 		$5.63M Buy
43,174
+3,307
+8% +$378K 7.59% 2
2023
Q1 		$4.12M Sell
39,867
-1,183
-3% -$114K 6.7% 2
2022
Q4 		$3.45M Sell
41,050
-4,919
-11% -$486K 6.81% 2
2022
Q3 		$5.19M Buy
45,969
+2,118
+5% +$268K 7.78% 1
2022
Q2 		$4.66M Sell
43,851
-469
-1% -$58.7K 7.3% 1
2022
Q1 		$7.22M Buy
44,320
+1,860
+4% +$287K 7.59% 1
2021
Q4 		$7.08M Buy
+42,460
New +$7.27M 6.35% 2

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

Synergy Financial Group's AMZN Position: Q1 2026 in Review

Synergy Financial Group reduced its Amazon (AMZN) stake by 1.7% in Q1 2026, selling an estimated $155K and leaving 40,827 shares worth $8.5M. The position accounts for 6.39% of the portfolio, ranked #3.

Synergy Financial Group first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.59M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Synergy Financial Group held 40,827 shares of Amazon worth $8.5M as of Q1 2026.
  • Synergy Financial Group sold 703 Amazon shares in Q1 2026, an estimated $155K.
  • Amazon made up 6.39% of Synergy Financial Group's portfolio in Q1 2026, its #3 holding.
  • Synergy Financial Group first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Amazon position peaked at $9.59M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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