VFIC
AMZN icon

Valley Forge Investment Consultants’s Amazon AMZN Stock Holding History

Valley Forge Investment Consultants’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 		$528K Buy
2,533
+200
+9% +$44K 0.16% 48
2025
Q4 		$539K Sell
2,333
-750
-24% -$172K 0.16% 45
2025
Q3 		$677K Sell
3,083
-1,290
-29% -$292K 0.2% 42
2025
Q2 		$959K Buy
4,373
+1,272
+41% +$252K 0.31% 34
2025
Q1 		$590K Sell
3,101
-777
-20% -$169K 0.21% 41
2024
Q4 		$851K Buy
3,878
+800
+26% +$164K 0.29% 35
2024
Q3 		$574K Buy
3,078
+90
+3% +$16.4K 0.2% 44
2024
Q2 		$577K Buy
2,988
+920
+44% +$169K 0.22% 38
2024
Q1 		$373K Sell
2,068
-320
-13% -$53.4K 0.15% 48
2023
Q4 		$363K Hold
2,388
– – 0.16% 50
2023
Q3 		$304K Buy
2,388
+728
+44% +$97.5K 0.14% 53
2023
Q2 		$216K Buy
1,660
+100
+6% +$11.4K 0.11% 56
2023
Q1 		$161K Buy
+1,560
New +$151K 0.08% 61
2022
Q4 		– Sell
-2,021
Closed -$228K – 77
2022
Q3 		$228K Hold
2,021
– – 0.13% 61
2022
Q2 		$215K Buy
2,021
+41
+2% +$5.13K 0.11% 67
2022
Q1 		$323K Buy
1,980
+40
+2% +$6.18K 0.13% 58
2021
Q4 		$323K Buy
1,940
+280
+17% +$47.9K 0.14% 52
2021
Q3 		$273K Sell
1,660
-240
-13% -$41.4K 0.15% 55
2021
Q2 		$327K Buy
1,900
+680
+56% +$113K 0.18% 52
2021
Q1 		$189K Sell
1,220
-380
-24% -$60.2K 0.13% 60
2020
Q4 		$261K Buy
+1,600
New +$255K 0.23% 53

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 Forge Investment Consultants's AMZN Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Amazon (AMZN) stake by 8.6% in Q1 2026, buying an estimated $44K and bringing the position to 2,533 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #48.

Valley Forge Investment Consultants first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $959K in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Valley Forge Investment Consultants held 2,533 shares of Amazon worth $528K as of Q1 2026.
  • Valley Forge Investment Consultants bought 200 Amazon shares in Q1 2026, an estimated $44K.
  • Amazon made up 0.16% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #48 holding.
  • Valley Forge Investment Consultants first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Valley Forge Investment Consultants's Amazon position peaked at $959K in Q2 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.