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Baer Investment Advisory’s Amazon AMZN Stock Holding History

Baer Investment Advisory’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 		$5.42M Sell
26,012
-299
-1% -$65.8K 5.41% 3
2025
Q4 		$6.07M Buy
26,311
+357
+1% +$81.7K 5.78% 4
2025
Q3 		$5.7M Buy
25,954
+367
+1% +$83.1K 4.88% 4
2025
Q2 		$5.29M Sell
25,587
-44
-0.2% -$8.71K 6.01% 2
2025
Q1 		$5.37M Buy
25,631
+151
+0.6% +$32.8K 6.95% 2
2024
Q4 		$6.57M Buy
+25,480
New +$5.21M 7.08% 3

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Baer Investment Advisory's AMZN Position: Q1 2026 in Review

Baer Investment Advisory reduced its Amazon (AMZN) stake by 1.1% in Q1 2026, selling an estimated $65.8K and leaving 26,012 shares worth $5.42M. The position accounts for 5.41% of the portfolio, ranked #3.

Baer Investment Advisory first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.57M in Q4 2024. 5,996 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Baer Investment Advisory held 26,012 shares of Amazon worth $5.42M as of Q1 2026.
  • Baer Investment Advisory sold 299 Amazon shares in Q1 2026, an estimated $65.8K.
  • Amazon made up 5.41% of Baer Investment Advisory's portfolio in Q1 2026, its #3 holding.
  • Baer Investment Advisory first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Amazon position peaked at $6.57M in Q4 2024.
  • 5,996 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.