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Caerus Investment Advisors’s Amazon AMZN Stock Holding History

Caerus 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
2022
Q1 		– Sell
-4,000
Closed -$602K – 54
2021
Q4 		$602K Buy
+4,000
New +$685K 0.65% 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

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

Caerus Investment Advisors reduced its Amazon (AMZN) stake by 33% in Q1 2026, selling an estimated $1.03M and leaving 9,415 shares worth $1.96M. The position accounts for 0.82% of the portfolio, ranked #20.

Caerus Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.25M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Caerus Investment Advisors held 9,415 shares of Amazon worth $1.96M as of Q1 2026.
  • Caerus Investment Advisors sold 4,671 Amazon shares in Q1 2026, an estimated $1.03M.
  • Amazon made up 0.82% of Caerus Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Caerus Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Caerus Investment Advisors's Amazon position peaked at $3.25M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.