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BG Investment Services’s Amazon AMZN Stock Holding History

BG Investment Services’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 		$858K Sell
4,118
-494
-11% -$109K 0.71% 25
2025
Q4 		$1.06M Buy
4,612
+359
+8% +$82.1K 0.95% 22
2025
Q3 		$934K Buy
4,253
+1,012
+31% +$229K 0.92% 22
2025
Q2 		$711K Buy
3,241
+393
+14% +$77.8K 0.89% 23
2025
Q1 		$542K Buy
2,848
+720
+34% +$156K 0.58% 25
2024
Q4 		$467K Buy
+2,128
New +$435K 0.47% 24

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

BG Investment Services's AMZN Position: Q1 2026 in Review

BG Investment Services reduced its Amazon (AMZN) stake by 11% in Q1 2026, selling an estimated $109K and leaving 4,118 shares worth $858K. The position accounts for 0.71% of the portfolio, ranked #25.

BG Investment Services first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • BG Investment Services held 4,118 shares of Amazon worth $858K as of Q1 2026.
  • BG Investment Services sold 494 Amazon shares in Q1 2026, an estimated $109K.
  • Amazon made up 0.71% of BG Investment Services's portfolio in Q1 2026, its #25 holding.
  • BG Investment Services first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • BG Investment Services's Amazon position peaked at $1.06M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.