Alta Advisers’s Amazon AMZN Stock Holding History

Alta Advisers’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	$7.93M	Hold	38,077	–	–	2.87%	7
2025 Q4	$8.79M	Sell	38,077 -10,500	-22%	-$2.4M	3.18%	7
2025 Q3	$10.7M	Buy	48,577 +290	+0.6%	+$65.6K	3.26%	6
2025 Q2	$10.6M	Hold	48,287	–	–	3.77%	5
2025 Q1	$9.19M	Buy	48,287 +17,180	+55%	+$3.73M	3.91%	5
2024 Q4	$6.82M	Buy	31,107 +4,707	+18%	+$963K	4.31%	6
2024 Q3	$4.92M	Buy	26,400 +800	+3%	+$146K	2.25%	7
2024 Q2	$4.95M	Buy	25,600 +600	+2%	+$110K	2.38%	7
2024 Q1	$4.51M	Hold	25,000	–	–	2.24%	7
2023 Q4	$3.8M	Hold	25,000	–	–	2.03%	6
2023 Q3	$3.18M	Buy	25,000 +900	+4%	+$121K	1.84%	6
2023 Q2	$3.14M	Hold	24,100	–	–	1.77%	6
2023 Q1	$2.49M	Buy	24,100 +1,100	+5%	+$106K	1.49%	6
2022 Q4	$1.93M	Hold	23,000	–	–	1.16%	6
2022 Q3	$2.6M	Buy	+23,000	New	+$2.91M	1.64%	6

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

Alta Advisers's AMZN Position: Q1 2026 in Review

Alta Advisers held its Amazon (AMZN) position steady in Q1 2026 at 38,077 shares worth $7.93M. The position accounts for 2.87% of the portfolio, ranked #7.

Alta Advisers first reported a position in AMZN in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.7M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Alta Advisers held 38,077 shares of Amazon worth $7.93M as of Q1 2026.
Alta Advisers left its Amazon share count unchanged in Q1 2026.
Amazon made up 2.87% of Alta Advisers's portfolio in Q1 2026, its #7 holding.
Alta Advisers first reported a position in Amazon in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Amazon position peaked at $10.7M in Q3 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.