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TCFG Wealth Management’s Amazon AMZN Stock Holding History

TCFG Wealth Management’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 		$5.8M Buy
27,857
+418
+2% +$92K 2.17% 6
2025
Q4 		$6.33M Sell
27,439
-942
-3% -$216K 2.47% 4
2025
Q3 		$6.23M Sell
28,381
-94
-0.3% -$21.3K 2.45% 4
2025
Q2 		$6.25M Sell
28,475
-14
-0% -$2.77K 2.83% 3
2025
Q1 		$5.42M Buy
28,489
+540
+2% +$117K 2.72% 4
2024
Q4 		$6.13M Buy
27,949
+79
+0.3% +$16.2K 3.09% 4
2024
Q3 		$5.19M Buy
+27,870
New +$5.09M 2.61% 5

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

TCFG Wealth Management's AMZN Position: Q1 2026 in Review

TCFG Wealth Management increased its Amazon (AMZN) stake by 1.5% in Q1 2026, buying an estimated $92K and bringing the position to 27,857 shares worth $5.8M. The position accounts for 2.17% of the portfolio, ranked #6.

TCFG Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.33M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • TCFG Wealth Management held 27,857 shares of Amazon worth $5.8M as of Q1 2026.
  • TCFG Wealth Management bought 418 Amazon shares in Q1 2026, an estimated $92K.
  • Amazon made up 2.17% of TCFG Wealth Management's portfolio in Q1 2026, its #6 holding.
  • TCFG Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Amazon position peaked at $6.33M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.