American Trust Investment Advisors’s Amazon AMZN Stock Holding History

American Trust Investment 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	$4.37M	Sell	20,976 -214	-1%	-$47.1K	2.41%	16
2025 Q4	$4.89M	Buy	21,190 +627	+3%	+$143K	2.62%	15
2025 Q3	$4.52M	Buy	20,563 +18,973	+1,193%	+$4.29M	2.33%	17
2025 Q2	$349K	Sell	1,590 -313	-16%	-$61.9K	0.18%	61
2025 Q1	$362K	Sell	1,903 -7	-0.4%	-$1.52K	0.15%	85
2024 Q4	$419K	Hold	1,910	–	–	0.17%	83
2024 Q3	$356K	Sell	1,910 -195	-9%	-$35.6K	0.15%	93
2024 Q2	$407K	Hold	2,105	–	–	0.2%	62
2024 Q1	$380K	Buy	2,105 +235	+13%	+$39.2K	0.18%	65
2023 Q4	$284K	Hold	1,870	–	–	0.15%	77
2023 Q3	$238K	Buy	+1,870	New	+$251K	0.13%	77
2022 Q2	–	Sell	-1,540	Closed	-$251K	–	80
2022 Q1	$251K	Buy	1,540 +100	+7%	+$15.5K	0.13%	78
2021 Q4	$240K	Buy	1,440 +40	+3%	+$6.85K	0.12%	80
2021 Q3	$230K	Hold	1,400	–	–	0.13%	80
2021 Q2	$241K	Hold	1,400	–	–	0.13%	77
2021 Q1	$217K	Hold	1,400	–	–	0.13%	75
2020 Q4	$228K	Sell	1,400 -80	-5%	-$12.8K	0.14%	71
2020 Q3	$233K	Hold	1,480	–	–	0.17%	64
2020 Q2	$204K	Buy	+1,480	New	+$179K	0.17%	60

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

American Trust Investment Advisors's AMZN Position: Q1 2026 in Review

American Trust Investment Advisors reduced its Amazon (AMZN) stake by 1% in Q1 2026, selling an estimated $47.1K and leaving 20,976 shares worth $4.37M. The position accounts for 2.41% of the portfolio, ranked #16.

American Trust Investment Advisors first reported a position in AMZN in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.89M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

American Trust Investment Advisors held 20,976 shares of Amazon worth $4.37M as of Q1 2026.
American Trust Investment Advisors sold 214 Amazon shares in Q1 2026, an estimated $47.1K.
Amazon made up 2.41% of American Trust Investment Advisors's portfolio in Q1 2026, its #16 holding.
American Trust Investment Advisors first reported a position in Amazon in Q2 2020 and has held it in 19 quarters since.
American Trust Investment Advisors's Amazon position peaked at $4.89M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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