Aufman Associates’s Amazon AMZN Stock Holding History

Aufman Associates’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	$288K	Sell	1,383 -2	-0.1%	-$440	0.14%	48
2025 Q4	$320K	Sell	1,385 -18	-1%	-$4.12K	0.16%	43
2025 Q3	$308K	Sell	1,403 -22	-2%	-$4.98K	0.17%	45
2025 Q2	$313K	Sell	1,425 -13	-0.9%	-$2.57K	0.19%	42
2025 Q1	$274K	Buy	1,438 +3	+0.2%	+$651	0.19%	45
2024 Q4	$315K	Sell	1,435 -152	-10%	-$31.1K	0.21%	39
2024 Q3	$296K	Buy	1,587 +170	+12%	+$31K	0.19%	45
2024 Q2	$274K	Buy	+1,417	New	+$260K	0.19%	38
2021 Q1	–	Sell	-1,280	Closed	-$209K	–	45
2020 Q4	$209K	Sell	1,280 -80	-6%	-$12.8K	0.19%	40
2020 Q3	$214K	Buy	+1,360	New	+$214K	0.23%	34

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

Aufman Associates's AMZN Position: Q1 2026 in Review

Aufman Associates reduced its Amazon (AMZN) stake by 0.14% in Q1 2026, selling an estimated $440 and leaving 1,383 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #48.

Aufman Associates first reported a position in AMZN in Q3 2020 and has held it in 10 quarters since. The position peaked at $320K in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Aufman Associates held 1,383 shares of Amazon worth $288K as of Q1 2026.
Aufman Associates sold 2 Amazon shares in Q1 2026, an estimated $440.
Amazon made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #48 holding.
Aufman Associates first reported a position in Amazon in Q3 2020 and has held it in 10 quarters since.
Aufman Associates's Amazon position peaked at $320K in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.