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Valley Financial Group’s Amazon AMZN Stock Holding History

Valley 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 		$356K Buy
1,709
+25
+1% +$5.5K 0.19% 44
2025
Q4 		$389K Buy
1,684
+47
+3% +$10.8K 0.22% 42
2025
Q3 		$360K Buy
1,637
+106
+7% +$24K 0.2% 45
2025
Q2 		$336K Sell
1,531
-64
-4% -$12.7K 0.2% 43
2025
Q1 		$303K Sell
1,595
-26
-2% -$5.64K 0.2% 44
2024
Q4 		$356K Sell
1,621
-191
-11% -$39.1K 0.25% 39
2024
Q3 		$338K Sell
1,812
-142
-7% -$25.9K 0.24% 41
2024
Q2 		$378K Sell
1,954
-7
-0.4% -$1.29K 0.28% 36
2024
Q1 		$354K Buy
1,961
+143
+8% +$23.9K 0.27% 38
2023
Q4 		$276K Buy
+1,818
New +$255K 0.22% 49

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

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

Valley Financial Group increased its Amazon (AMZN) stake by 1.5% in Q1 2026, buying an estimated $5.5K and bringing the position to 1,709 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #44.

Valley Financial Group first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Valley Financial Group held 1,709 shares of Amazon worth $356K as of Q1 2026.
  • Valley Financial Group bought 25 Amazon shares in Q1 2026, an estimated $5.5K.
  • Amazon made up 0.19% of Valley Financial Group's portfolio in Q1 2026, its #44 holding.
  • Valley Financial Group first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Valley Financial Group's Amazon position peaked at $389K in Q4 2025.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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