BPWM
AMZN icon

Badgley Phelps Wealth Managers’s Amazon AMZN Stock Holding History

Badgley Phelps Wealth Managers’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 		$134M Sell
642,571
-28,461
-4% -$6.27M 2.66% 7
2025
Q4 		$155M Buy
671,032
+66,496
+11% +$15.2M 2.84% 6
2025
Q3 		$133M Sell
604,536
-2,331
-0.4% -$528K 2.79% 6
2025
Q2 		$133M Sell
606,867
-1,477
-0.2% -$292K 2.95% 5
2025
Q1 		$116M Sell
608,344
-3,542
-0.6% -$769K 2.79% 6
2024
Q4 		$134M Sell
611,886
-9,698
-2% -$1.98M 3.13% 5
2024
Q3 		$116M Buy
621,584
+8,036
+1% +$1.47M 2.69% 6
2024
Q2 		$119M Buy
613,548
+6,301
+1% +$1.16M 2.93% 5
2024
Q1 		$110M Buy
607,247
+6,422
+1% +$1.07M 2.74% 6
2023
Q4 		$91.3M Buy
600,825
+105,912
+21% +$14.8M 2.49% 5
2023
Q3 		$62.9M Sell
494,913
-17,409
-3% -$2.33M 2.14% 8
2023
Q2 		$66.8M Buy
512,322
+16,123
+3% +$1.84M 2.21% 8
2023
Q1 		$51.3M Buy
496,199
+4,203
+0.9% +$406K 1.89% 8
2022
Q4 		$41.3M Sell
491,996
-5,929
-1% -$586K 1.65% 10
2022
Q3 		$56.3M Buy
497,925
+6,335
+1% +$801K 2.42% 9
2022
Q2 		$52.2M Sell
491,590
-130
-0% -$16.3K 2.15% 9
2022
Q1 		$80.1M Buy
491,720
+1,020
+0.2% +$158K 2.79% 5
2021
Q4 		$81.8M Buy
490,700
+6,300
+1% +$1.08M 2.66% 5
2021
Q3 		$79.6M Buy
+484,400
New +$83.6M 2.89% 5

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

Badgley Phelps Wealth Managers's AMZN Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Amazon (AMZN) stake by 4.2% in Q1 2026, selling an estimated $6.27M and leaving 642,571 shares worth $134M. The position accounts for 2.66% of the portfolio, ranked #7.

Badgley Phelps Wealth Managers first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $155M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Badgley Phelps Wealth Managers held 642,571 shares of Amazon worth $134M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 28,461 Amazon shares in Q1 2026, an estimated $6.27M.
  • Amazon made up 2.66% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #7 holding.
  • Badgley Phelps Wealth Managers first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Amazon position peaked at $155M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.