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Vishria Bird Financial Group’s Amazon AMZN Stock Holding History

Vishria Bird 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
2025
Q3 		$15.9M Buy
72,610
+79
+0.1% +$17.9K 3.13% 10
2025
Q2 		$15.9M Sell
72,531
-695
-0.9% -$138K 5.29% 6
2025
Q1 		$13.9M Sell
73,226
-1,637
-2% -$355K 4.73% 5
2024
Q4 		$16.4M Sell
74,863
-411
-0.5% -$84.1K 5.75% 4
2024
Q3 		$14M Sell
75,274
-333
-0.4% -$60.8K 5.32% 4
2024
Q2 		$14.6M Sell
75,607
-742
-1% -$136K 6.14% 4
2024
Q1 		$13.8M Sell
76,349
-411
-0.5% -$68.6K 5.89% 4
2023
Q4 		$11.7M Sell
76,760
-609
-0.8% -$85.4K 5.51% 6
2023
Q3 		$9.84M Sell
77,369
-14
-0% -$1.88K 5.57% 6
2023
Q2 		$10.1M Sell
77,383
-702
-0.9% -$80.2K 6% 5
2023
Q1 		$8.06M Sell
78,085
-732
-0.9% -$70.7K 5.16% 7
2022
Q4 		$6.62M Sell
78,817
-372
-0.5% -$36.7K 4.62% 10
2022
Q3 		$8.95M Buy
79,189
+20
+0% +$2.53K 6.02% 4
2022
Q2 		$8.41M Buy
79,169
+829
+1% +$104K 5.6% 5
2022
Q1 		$12.8M Buy
78,340
+860
+1% +$133K 7.05% 4
2021
Q4 		$12.9M Buy
77,480
+1,360
+2% +$233K 6.01% 6
2021
Q3 		$12.5M Buy
76,120
+1,200
+2% +$207K 6.56% 6
2021
Q2 		$12.9M Buy
74,920
+520
+0.7% +$86.4K 6.34% 4
2021
Q1 		$11.5M Sell
74,400
-600
-0.8% -$95.1K 6.35% 5
2020
Q4 		$12.2M Sell
75,000
-900
-1% -$144K 6.96% 5
2020
Q3 		$11.9M Sell
75,900
-40
-0.1% -$6.31K 7.51% 4
2020
Q2 		$10.5M Sell
75,940
-440
-0.6% -$53.1K 8.19% 3
2020
Q1 		$7.45M Buy
76,380
+2,040
+3% +$197K 7.8% 3
2019
Q4 		$6.87M Buy
+74,340
New +$6.58M 6.66% 4
2019
Q3 		– Sell
-89,280
Closed -$8.45M – 51
2019
Q2 		$8.45M Buy
89,280
+1,540
+2% +$143K 8.44% 2
2019
Q1 		$7.81M Sell
87,740
-1,360
-2% -$113K 7.9% 2
2018
Q4 		$6.69M Sell
89,100
-200
-0.2% -$16.6K 7.4% 2
2018
Q3 		$8.94M Sell
89,300
-19,240
-18% -$1.81M 7.67% 3
2018
Q2 		$9.22M Buy
+108,540
New +$8.61M 8.56% 1

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vishria Bird Financial Group's AMZN Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Amazon (AMZN) stake by 0.11% in Q3 2025, buying an estimated $17.9K and bringing the position to 72,610 shares worth $15.9M. The position accounts for 3.13% of the portfolio, ranked #10.

Vishria Bird Financial Group first reported a position in AMZN in Q2 2018 and has held it in 29 quarters since. The position peaked at $16.4M in Q4 2024. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Vishria Bird Financial Group held 72,610 shares of Amazon worth $15.9M as of Q3 2025.
  • Vishria Bird Financial Group bought 79 Amazon shares in Q3 2025, an estimated $17.9K.
  • Amazon made up 3.13% of Vishria Bird Financial Group's portfolio in Q3 2025, its #10 holding.
  • Vishria Bird Financial Group first reported a position in Amazon in Q2 2018 and has held it in 29 quarters since.
  • Vishria Bird Financial Group's Amazon position peaked at $16.4M in Q4 2024.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.