BlueSpruce Investments’s Amazon AMZN Stock Holding History

BlueSpruce Investments’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	$129M	Sell	620,016 -2,417,508	-80%	-$532M	20.46%	1
2025 Q4	$701M	Buy	3,037,524 +174,654	+6%	+$40M	17.89%	2
2025 Q3	$629M	Buy	2,862,870 +742,701	+35%	+$168M	14.43%	3
2025 Q2	$465M	Sell	2,120,169 -509,234	-19%	-$101M	10.83%	3
2025 Q1	$500M	Buy	2,629,403 +14,579	+0.6%	+$3.16M	11.68%	2
2024 Q4	$574M	Sell	2,614,824 -214,225	-8%	-$43.8M	11.66%	2
2024 Q3	$527M	Sell	2,829,049 -160,509	-5%	-$29.3M	9.72%	1
2024 Q2	$578M	Buy	+2,989,558	New	+$549M	10.61%	2

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlueSpruce Investments's AMZN Position: Q1 2026 in Review

BlueSpruce Investments reduced its Amazon (AMZN) stake by 80% in Q1 2026, selling an estimated $532M and leaving 620,016 shares worth $129M. The position accounts for 20.46% of the portfolio, ranked #1.

BlueSpruce Investments first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $701M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

BlueSpruce Investments held 620,016 shares of Amazon worth $129M as of Q1 2026.
BlueSpruce Investments sold 2,417,508 Amazon shares in Q1 2026, an estimated $532M.
Amazon made up 20.46% of BlueSpruce Investments's portfolio in Q1 2026, its #1 holding.
BlueSpruce Investments first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
BlueSpruce Investments's Amazon position peaked at $701M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on BlueSpruce Investments's 13F filing for Q1 2026, filed 15 May 2026.