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AssuredPartners Investment Advisors’s Amazon AMZN Stock Holding History

AssuredPartners 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 		$8.82M Buy
41,463
+22,571
+119% +$4.97M 0.96% 21
2025
Q4 		$4.36M Buy
18,892
+5,940
+46% +$1.36M 0.65% 41
2025
Q3 		$2.84M Sell
12,952
-601
-4% -$136K 0.63% 38
2025
Q2 		$2.97M Sell
13,553
-5,474
-29% -$1.08M 0.73% 33
2025
Q1 		$3.62M Buy
19,027
+225
+1% +$48.8K 0.7% 35
2024
Q4 		$4.12M Buy
+18,802
New +$3.85M 0.8% 30

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AssuredPartners Investment Advisors's AMZN Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Amazon (AMZN) stake by 119% in Q1 2026, buying an estimated $4.97M and bringing the position to 41,463 shares worth $8.82M. The position accounts for 0.96% of the portfolio, ranked #21.

AssuredPartners Investment Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • AssuredPartners Investment Advisors held 41,463 shares of Amazon worth $8.82M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 22,571 Amazon shares in Q1 2026, an estimated $4.97M.
  • Amazon made up 0.96% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • AssuredPartners Investment Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.