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Worth Financial Advisory Group’s Amazon AMZN Stock Holding History

Worth Financial Advisory 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 		$52.1M Sell
14,939
-19,484
-57% -$4.29M 22.75% 1
2025
Q4 		$7.95M Buy
34,423
+1,329
+4% +$304K 3.85% 2
2025
Q3 		$7.27M Sell
33,094
-40
-0.1% -$9.05K 4.08% 3
2025
Q2 		$7.27M Buy
33,134
+1,781
+6% +$352K 4.46% 3
2025
Q1 		$5.97M Sell
31,353
-769
-2% -$167K 3.79% 2
2024
Q4 		$7.05M Sell
32,122
-469
-1% -$96K 4.34% 2
2024
Q3 		$6.07M Buy
32,591
+693
+2% +$126K 3.57% 4
2024
Q2 		$6.16M Buy
31,898
+1,596
+5% +$293K 4.05% 3
2024
Q1 		$5.47M Buy
30,302
+1,049
+4% +$175K 3.79% 3
2023
Q4 		$4.44M Buy
29,253
+341
+1% +$47.8K 3.55% 5
2023
Q3 		$3.68M Buy
28,912
+1,450
+5% +$194K 3.31% 5
2023
Q2 		$3.58M Buy
27,462
+320
+1% +$36.5K 3.32% 5
2023
Q1 		$2.8M Buy
27,142
+4,297
+19% +$415K 2.68% 7
2022
Q4 		$1.92M Buy
+22,845
New +$2.26M 2.23% 12

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

Worth Financial Advisory Group's AMZN Position: Q1 2026 in Review

Worth Financial Advisory Group reduced its Amazon (AMZN) stake by 57% in Q1 2026, selling an estimated $4.29M and leaving 14,939 shares worth $52.1M. The position accounts for 22.75% of the portfolio, ranked #1.

Worth Financial Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Worth Financial Advisory Group held 14,939 shares of Amazon worth $52.1M as of Q1 2026.
  • Worth Financial Advisory Group sold 19,484 Amazon shares in Q1 2026, an estimated $4.29M.
  • Amazon made up 22.75% of Worth Financial Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Worth Financial Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.