Alpha Family Trust’s Amazon AMZN Stock Holding History

Alpha Family Trust’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	$9.55M	Hold	45,875	–	–	4.64%	5
2025 Q4	$10.6M	Hold	45,875	–	–	4.82%	5
2025 Q3	$10.1M	Hold	45,875	–	–	4.72%	5
2025 Q2	$10.1M	Hold	45,875	–	–	4.98%	4
2025 Q1	$8.73M	Hold	45,875	–	–	5.09%	4
2024 Q4	$10.1M	Hold	45,875	–	–	5.65%	5
2024 Q3	$8.55M	Hold	45,875	–	–	4.77%	6
2024 Q2	$8.87M	Hold	45,875	–	–	5.2%	6
2024 Q1	$8.27M	Hold	45,875	–	–	5%	5
2023 Q4	$6.97M	Sell	45,875 -1,870	-4%	-$262K	4.71%	6
2023 Q3	$6.07M	Hold	47,745	–	–	4.62%	6
2023 Q2	$6.22M	Hold	47,745	–	–	4.35%	7
2023 Q1	$4.93M	Hold	47,745	–	–	3.91%	6
2022 Q4	$4.01M	Sell	47,745 -119,250	-71%	-$11.8M	3.62%	8
2022 Q3	$18.9M	Buy	166,995 +1,080	+0.7%	+$137K	14.26%	1
2022 Q2	$17.6M	Sell	165,915 -85,785	-34%	-$10.7M	11.22%	1
2022 Q1	$41M	Hold	251,700	–	–	16.65%	1
2021 Q4	$42M	Hold	251,700	–	–	11.77%	2
2021 Q3	$41.3M	Buy	251,700 +24,700	+11%	+$4.26M	13.39%	1
2021 Q2	$39M	Buy	227,000 +20,000	+10%	+$3.32M	12.29%	2
2021 Q1	$32M	Buy	207,000 +42,100	+26%	+$6.67M	14.85%	1
2020 Q4	$26.9M	Buy	+164,900	New	+$26.3M	16.75%	2

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpha Family Trust's AMZN Position: Q1 2026 in Review

Alpha Family Trust held its Amazon (AMZN) position steady in Q1 2026 at 45,875 shares worth $9.55M. The position accounts for 4.64% of the portfolio, ranked #5.

Alpha Family Trust first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $42M in Q4 2021. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Alpha Family Trust held 45,875 shares of Amazon worth $9.55M as of Q1 2026.
Alpha Family Trust left its Amazon share count unchanged in Q1 2026.
Amazon made up 4.64% of Alpha Family Trust's portfolio in Q1 2026, its #5 holding.
Alpha Family Trust first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
Alpha Family Trust's Amazon position peaked at $42M in Q4 2021.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.