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AMZN icon

Callan Capital’s Amazon AMZN Stock Holding History

Callan Capital’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
2025
Q1 		$7.19M Buy
37,803
+3,669
+11% +$796K 0.53% 35
2024
Q4 		$7.49M Sell
34,134
-745
-2% -$152K 0.55% 33
2024
Q3 		$6.5M Buy
34,879
+5,326
+18% +$972K 0.45% 42
2024
Q2 		$5.71M Buy
29,553
+6,987
+31% +$1.28M 0.47% 41
2024
Q1 		$4.07M Buy
22,566
+6,701
+42% +$1.12M 0.36% 46
2023
Q4 		$2.41M Sell
15,865
-2,977
-16% -$417K 0.23% 55
2023
Q3 		$2.4M Buy
18,842
+4,288
+29% +$575K 0.26% 56
2023
Q2 		$1.9M Buy
14,554
+1,365
+10% +$156K 0.21% 57
2023
Q1 		$1.36M Sell
13,189
-1,470
-10% -$142K 0.16% 64
2022
Q4 		$1.23M Buy
14,659
+7,439
+103% +$735K 0.15% 69
2022
Q3 		$816K Sell
7,220
-40
-0.6% -$5.06K 0.13% 67
2022
Q2 		$771K Sell
7,260
-2,980
-29% -$373K 0.12% 68
2022
Q1 		$1.67M Sell
10,240
-580
-5% -$89.6K 0.23% 50
2021
Q4 		$1.8M Buy
10,820
+4,060
+60% +$695K 0.26% 43
2021
Q3 		$1.11M Sell
6,760
-540
-7% -$93.1K 0.18% 51
2021
Q2 		$1.26M Sell
7,300
-260
-3% -$43.2K 0.22% 45
2021
Q1 		$1.17M Buy
7,560
+100
+1% +$15.9K 0.21% 47
2020
Q4 		$1.22M Buy
7,460
+220
+3% +$35.1K 0.25% 44
2020
Q3 		$1.14M Hold
7,240
– – 0.26% 41
2020
Q2 		$999K Hold
7,240
– – 0.25% 45
2020
Q1 		$706K Buy
+7,240
New +$701K 0.22% 45
2019
Q3 		– Sell
-2,240
Closed -$212K – 54
2019
Q2 		$212K Buy
+2,240
New +$209K 0.07% 52

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's AMZN Position: Q1 2025 in Review

Callan Capital increased its Amazon (AMZN) stake by 11% in Q1 2025, buying an estimated $796K and bringing the position to 37,803 shares worth $7.19M. The position accounts for 0.53% of the portfolio, ranked #35.

Callan Capital first reported a position in AMZN in Q2 2019 and has held it in 22 quarters since. The position peaked at $7.49M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Callan Capital held 37,803 shares of Amazon worth $7.19M as of Q1 2025.
  • Callan Capital bought 3,669 Amazon shares in Q1 2025, an estimated $796K.
  • Amazon made up 0.53% of Callan Capital's portfolio in Q1 2025, its #35 holding.
  • Callan Capital first reported a position in Amazon in Q2 2019 and has held it in 22 quarters since.
  • Callan Capital's Amazon position peaked at $7.49M in Q4 2024.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.