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Bell Investment Advisors’s Amazon AMZN Stock Holding History

Bell 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 		$1.19M Buy
5,727
+1,361
+31% +$300K 0.19% 55
2025
Q4 		$1.01M Buy
4,366
+669
+18% +$153K 0.16% 56
2025
Q3 		$812K Sell
3,697
-252
-6% -$57K 0.13% 60
2025
Q2 		$866K Buy
3,949
+462
+13% +$91.4K 0.15% 57
2025
Q1 		$663K Buy
3,487
+65
+2% +$14.1K 0.12% 57
2024
Q4 		$751K Buy
3,422
+63
+2% +$12.9K 0.14% 57
2024
Q3 		$626K Buy
3,359
+51
+2% +$9.3K 0.11% 59
2024
Q2 		$639K Buy
3,308
+103
+3% +$18.9K 0.13% 61
2024
Q1 		$578K Buy
3,205
+273
+9% +$45.6K 0.11% 63
2023
Q4 		$445K Buy
2,932
+67
+2% +$9.39K 0.09% 66
2023
Q3 		$364K Buy
2,865
+39
+1% +$5.23K 0.08% 72
2023
Q2 		$368K Buy
2,826
+421
+18% +$48.1K 0.08% 65
2023
Q1 		$248K Buy
2,405
+974
+68% +$94.1K 0.06% 76
2022
Q4 		$120K Sell
1,431
-955
-40% -$94.3K 0.03% 99
2022
Q3 		$270K Buy
2,386
+876
+58% +$111K 0.08% 58
2022
Q2 		$160K Buy
+1,510
New +$189K 0.05% 73
2021
Q4 		$400K Sell
2,400
-2,000
-45% -$342K 0.11% 56
2021
Q3 		$723K Buy
+4,400
New +$759K 0.21% 42

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

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

Bell Investment Advisors increased its Amazon (AMZN) stake by 31% in Q1 2026, buying an estimated $300K and bringing the position to 5,727 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #55.

Bell Investment Advisors first reported a position in AMZN in Q3 2021 and has held it in 18 quarters since. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bell Investment Advisors held 5,727 shares of Amazon worth $1.19M as of Q1 2026.
  • Bell Investment Advisors bought 1,361 Amazon shares in Q1 2026, an estimated $300K.
  • Amazon made up 0.19% of Bell Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Bell Investment Advisors first reported a position in Amazon in Q3 2021 and has held it in 18 quarters since.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.