Aspiriant LLC’s Amazon AMZN Stock Holding History

Aspiriant LLC’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	$5.98M	Sell	28,726 -4,826	-14%	-$1.06M	0.17%	62
2025 Q4	$7.74M	Buy	33,552 +1,814	+6%	+$415K	0.22%	55
2025 Q3	$6.97M	Buy	31,738 +1,616	+5%	+$366K	0.21%	53
2025 Q2	$6.61M	Sell	30,122 -569	-2%	-$113K	0.21%	55
2025 Q1	$5.84M	Sell	30,691 -881	-3%	-$191K	0.2%	53
2024 Q4	$6.93M	Buy	31,572 +1,709	+6%	+$350K	0.25%	47
2024 Q3	$5.56M	Buy	29,863 +72	+0.2%	+$13.1K	0.21%	51
2024 Q2	$5.76M	Sell	29,791 -2,076	-7%	-$381K	0.23%	52
2024 Q1	$5.75M	Buy	31,867 +1,324	+4%	+$221K	0.24%	54
2023 Q4	$4.64M	Buy	30,543 +764	+3%	+$107K	0.21%	56
2023 Q3	$3.79M	Buy	29,779 +1,042	+4%	+$140K	0.19%	60
2023 Q2	$3.75M	Buy	28,737 +862	+3%	+$98.4K	0.19%	60
2023 Q1	$2.88M	Sell	27,875 -898	-3%	-$86.8K	0.15%	73
2022 Q4	$2.42M	Buy	28,773 +2,289	+9%	+$226K	0.12%	76
2022 Q3	$3M	Buy	26,484 +1,144	+5%	+$145K	0.15%	64
2022 Q2	$2.69M	Buy	25,340 +4,720	+23%	+$591K	0.13%	70
2022 Q1	$3.36M	Buy	20,620 +380	+2%	+$58.7K	0.18%	62
2021 Q4	$3.38M	Buy	20,240 +560	+3%	+$95.8K	0.18%	65
2021 Q3	$3.23M	Sell	19,680 -360	-2%	-$62.1K	0.19%	56
2021 Q2	$3.45M	Buy	20,040 +2,940	+17%	+$489K	0.19%	54
2021 Q1	$2.64M	Sell	17,100 -480	-3%	-$76.1K	0.17%	59
2020 Q4	$2.86M	Sell	17,580 -2,280	-11%	-$364K	0.2%	53
2020 Q3	$3.13M	Buy	19,860 +3,100	+18%	+$489K	0.24%	50
2020 Q2	$2.31M	Sell	16,760 -140	-0.8%	-$16.9K	0.21%	51
2020 Q1	$1.65M	Buy	16,900 +240	+1%	+$23.2K	0.16%	57
2019 Q4	$1.54M	Buy	16,660 +460	+3%	+$40.7K	0.14%	68
2019 Q3	$1.41M	Sell	16,200 -1,720	-10%	-$159K	0.13%	86
2019 Q2	$1.7M	Sell	17,920 -4,780	-21%	-$445K	0.14%	82
2019 Q1	$2.02M	Sell	22,700 -9,740	-30%	-$811K	0.17%	80
2018 Q4	$2.44M	Buy	32,440 +12,160	+60%	+$1.01M	0.18%	73
2018 Q3	$2.03M	Sell	20,280 -1,380	-6%	-$130K	0.17%	79
2018 Q2	$1.84M	Buy	21,660 +200	+0.9%	+$15.9K	0.16%	83
2018 Q1	$1.55M	Buy	21,460 +13,560	+172%	+$970K	0.14%	79
2017 Q4	$462K	Sell	7,900 -8,460	-52%	-$465K	0.14%	53
2017 Q3	$786K	Buy	16,360 +2,460	+18%	+$121K	0.07%	121
2017 Q2	$673K	Sell	13,900 -2,540	-15%	-$121K	0.06%	132
2017 Q1	$728K	Buy	16,440 +1,820	+12%	+$75.8K	0.06%	130
2016 Q4	$548K	Buy	14,620 +6,400	+78%	+$251K	0.05%	131
2016 Q3	$344K	Hold	8,220	–	–	0.03%	157
2016 Q2	$294K	Hold	8,220	–	–	0.03%	156
2016 Q1	$244K	Buy	+8,220	New	+$233K	0.02%	157

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

Aspiriant LLC's AMZN Position: Q1 2026 in Review

Aspiriant LLC reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $1.06M and leaving 28,726 shares worth $5.98M. The position accounts for 0.17% of the portfolio, ranked #62.

Aspiriant LLC first reported a position in AMZN in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.74M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Aspiriant LLC held 28,726 shares of Amazon worth $5.98M as of Q1 2026.
Aspiriant LLC sold 4,826 Amazon shares in Q1 2026, an estimated $1.06M.
Amazon made up 0.17% of Aspiriant LLC's portfolio in Q1 2026, its #62 holding.
Aspiriant LLC first reported a position in Amazon in Q1 2016 and has held it in 41 quarters since.
Aspiriant LLC's Amazon position peaked at $7.74M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.