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Waterford Advisors’s Amazon AMZN Stock Holding History

Waterford Advisors’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 		$249K Hold
1,241
– – 0.08% 54
2025
Q4 		$286K Buy
1,241
+29
+2% +$6.63K 0.11% 41
2025
Q3 		$266K Sell
1,212
-8,034
-87% -$1.82M 0.09% 46
2025
Q2 		$229K Buy
9,246
+8,181
+768% +$1.62M 0.08% 52
2025
Q1 		$203K Sell
1,065
-72
-6% -$15.6K 0.08% 50
2024
Q4 		$249K Hold
1,137
– – 0.13% 43
2024
Q3 		$212K Buy
1,137
+65
+6% +$11.9K 0.11% 50
2024
Q2 		$207K Buy
+1,072
New +$197K 0.09% 54

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

Waterford Advisors's AMZN Position: Q1 2026 in Review

Waterford Advisors held its Amazon (AMZN) position steady in Q1 2026 at 1,241 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #54.

Waterford Advisors first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $286K in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Waterford Advisors held 1,241 shares of Amazon worth $249K as of Q1 2026.
  • Waterford Advisors left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.08% of Waterford Advisors's portfolio in Q1 2026, its #54 holding.
  • Waterford Advisors first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
  • Waterford Advisors's Amazon position peaked at $286K in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.