AGC
AMZN icon

Aspen Grove Capital’s Amazon AMZN Stock Holding History

Aspen Grove Capital’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 		$13.7M Sell
65,784
-146
-0.2% -$32.1K 2.66% 13
2025
Q4 		$15.2M Buy
65,930
+8
+0% +$1.83K 2.64% 11
2025
Q3 		$14.5M Sell
65,922
-3,465
-5% -$784K 2.44% 11
2025
Q2 		$15.2M Buy
69,387
+4,400
+7% +$871K 2.59% 8
2025
Q1 		$12.4M Buy
64,987
+1,609
+3% +$349K 2.38% 9
2024
Q4 		$13.9M Buy
63,378
+16,866
+36% +$3.45M 2.95% 8
2024
Q3 		$8.67M Sell
46,512
-443
-0.9% -$80.8K 1.92% 10
2024
Q2 		$9.07M Sell
46,955
-16,394
-26% -$3.01M 2.14% 10
2024
Q1 		$11.4M Buy
63,349
+804
+1% +$134K 3.23% 8
2023
Q4 		$9.47M Buy
62,545
+63
+0.1% +$8.83K 2.88% 9
2023
Q3 		$7.94M Sell
62,482
-12,674
-17% -$1.7M 2.95% 8
2023
Q2 		$9.8M Buy
75,156
+37,248
+98% +$4.25M 3.17% 8
2023
Q1 		$3.92M Buy
37,908
+1,939
+5% +$187K 1.71% 12
2022
Q4 		$3.02M Buy
+35,969
New +$3.55M 1.4% 17

Other funds holding AMZN

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return