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Benchmark Investment Advisors’s Amazon AMZN Stock Holding History

Benchmark 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 		$3.64M Buy
+17,472
New +$3.85M 2.12% 17
2025
Q3 		$3.97M Buy
+18,075
New +$4.09M 2.3% 11
2025
Q1 		$4.74M Buy
24,936
+7,425
+42% +$1.61M 3.07% 6
2024
Q4 		$3.84M Buy
17,511
+147
+0.8% +$30.1K 2.5% 10
2024
Q3 		$3.24M Sell
17,364
-46
-0.3% -$8.39K 2.31% 9
2024
Q2 		$3.36M Sell
17,410
-1,533
-8% -$282K 2.44% 8
2024
Q1 		$3.42M Sell
18,943
-16
-0.1% -$2.67K 2.7% 5
2023
Q4 		$2.88M Sell
18,959
-896
-5% -$126K 2.67% 6
2023
Q3 		$2.52M Sell
19,855
-395
-2% -$52.9K 2.55% 6
2023
Q2 		$2.64M Sell
20,250
-358
-2% -$40.9K 2.43% 7
2023
Q1 		$2.13M Sell
20,608
-352
-2% -$34K 2.19% 11
2022
Q4 		$1.76M Sell
20,960
-575
-3% -$56.8K 1.86% 17
2022
Q3 		$2.43M Sell
21,535
-205
-0.9% -$25.9K 2.62% 6
2022
Q2 		$2.31M Sell
21,740
-80
-0.4% -$10K 2.41% 6
2022
Q1 		$3.56M Buy
21,820
+300
+1% +$46.4K 2.67% 5
2021
Q4 		$3.59M Buy
+21,520
New +$3.68M 2.96% 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

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

Benchmark Investment Advisors opened a new position in Amazon (AMZN) in Q1 2026: 17,472 shares worth $3.64M. The stake represents 2.12% of the portfolio and ranks #17 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in AMZN as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.74M in Q1 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Benchmark Investment Advisors held 17,472 shares of Amazon worth $3.64M as of Q1 2026.
  • Amazon was a new Benchmark Investment Advisors position in Q1 2026.
  • Amazon made up 2.12% of Benchmark Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Benchmark Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Amazon position peaked at $4.74M in Q1 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.