SEC 13F Intelligence

Legacy Financial Advisors, Inc. / AMZN

Legacy Financial Advisors, Inc.’s Amazon Com Inc Position

Does Legacy Financial Advisors, Inc. own Amazon Com Inc (AMZN)? Yes — 46.6K shares worth $10M (+1.36% of its 13F portfolio) as of Q1 2026, down from 47.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
46.6K
% of Portfolio
+1.36%
Quarters Held
28
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $502,000Q4 ’18Q1 ’19: $962,000Q2 ’19: $1MQ3 ’19: $934,000Q4 ’19: $1MQ4 ’19Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $1MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ1 ’25: $7MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $11MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.6K$10M+1.36%
Q4 202547.2K$11M+1.51%
Q3 202544.6K$10M+1.35%
Q2 202543.3K$9M+1.48%
Q1 202539.0K$7M+1.24%
Q4 202437.9K$8M+1.37%
Q3 202437.2K$7M+1.16%
Q2 202436.1K$7M+1.24%
Q1 202434.4K$6M+1.11%
Q4 202331.9K$5M+0.93%
Q3 202328.8K$4M+0.73%
Q2 202323.9K$3M+0.58%
Q1 202320.6K$2M+0.43%
Q4 202215.8K$1M+0.29%
Q3 202219.2K$2M+0.52%
Q2 202217.4K$2M+0.46%
Q1 2022945$3M+0.69%
Q4 2021889$3M+0.68%
Q3 2021844$3M+0.68%
Q2 2021754$3M+0.66%
Q1 2021711$2M+0.60%
Q4 2020654$2M+0.60%
Q3 2020598$2M+0.57%
Q4 2019558$1M+0.33%
Q3 2019538$934,000+0.31%
Q2 2019564$1M+0.38%
Q1 2019540$962,000+0.33%
Q4 2018334$502,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Financial Advisors, Inc.’s full portfolio or all institutional holders of AMZN.