Boit C.F. David’s Amazon AMZN Stock Holding History

Boit C.F. David’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	$966K	Buy	4,640 +200	+5%	+$44K	0.43%	46
2025 Q4	$1.1M	Hold	4,440	–	–	0.47%	44
2025 Q3	$975K	Hold	4,440	–	–	0.44%	45
2025 Q2	$974K	Buy	4,440 +500	+13%	+$98.9K	0.47%	42
2025 Q1	$750K	Hold	3,940	–	–	0.38%	50
2024 Q4	$864K	Hold	3,940	–	–	0.35%	43
2024 Q3	$728K	Hold	3,940	–	–	0.36%	49
2024 Q2	$761K	Hold	3,940	–	–	0.4%	42
2024 Q1	$705K	Hold	3,940	–	–	0.39%	43
2023 Q4	$585K	Buy	3,940 +3,000	+319%	+$421K	0.33%	50
2023 Q3	$122K	Hold	940	–	–	0.08%	76
2023 Q2	$123K	Hold	940	–	–	0.08%	76
2023 Q1	$98K	Buy	940 +100	+12%	+$9.66K	0.07%	83
2022 Q4	$70.6K	Hold	840	–	–	0.05%	87
2022 Q3	$95K	Buy	+840	New	+$106K	0.08%	80
2022 Q1	$137K	Hold	840	–	–	0.09%	76
2021 Q4	$140K	Hold	840	–	–	0.09%	79
2021 Q3	$138K	Hold	840	–	–	0.09%	80
2021 Q2	$144K	Buy	+840	New	+$140K	0.11%	68

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

Boit C.F. David's AMZN Position: Q1 2026 in Review

Boit C.F. David increased its Amazon (AMZN) stake by 4.5% in Q1 2026, buying an estimated $44K and bringing the position to 4,640 shares worth $966K. The position accounts for 0.43% of the portfolio, ranked #46.

Boit C.F. David first reported a position in AMZN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Boit C.F. David held 4,640 shares of Amazon worth $966K as of Q1 2026.
Boit C.F. David bought 200 Amazon shares in Q1 2026, an estimated $44K.
Amazon made up 0.43% of Boit C.F. David's portfolio in Q1 2026, its #46 holding.
Boit C.F. David first reported a position in Amazon in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Amazon position peaked at $1.1M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.