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Callan Family Office’s Amazon AMZN Stock Holding History

Callan Family Office’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
Q2 		$108M Buy
454,551
+2,477
+0.5% +$622K 2.12% 7
2026
Q1 		$94.2M Sell
452,074
-6,870
-1% -$1.51M 2.14% 7
2025
Q4 		$106M Buy
458,944
+114,439
+33% +$26.2M 2.28% 7
2025
Q3 		$75.6M Sell
344,505
-15,129
-4% -$3.42M 2.41% 5
2025
Q2 		$78.9M Buy
359,634
+234,371
+187% +$46.4M 2.49% 5
2025
Q1 		$23.8M Sell
125,263
-67,824
-35% -$14.7M 1.79% 8
2024
Q4 		$42.4M Buy
193,087
+134,945
+232% +$27.6M 2.69% 6
2024
Q3 		$10.8M Buy
58,142
+28,449
+96% +$5.19M 1.82% 14
2024
Q2 		$5.74M Buy
29,693
+23,518
+381% +$4.32M 1.1% 21
2024
Q1 		$1.11M Sell
6,175
-10,669
-63% -$1.78M 0.26% 44
2023
Q4 		$2.56M Buy
16,844
+1,004
+6% +$141K 0.63% 29
2023
Q3 		$2.01M Sell
15,840
-640
-4% -$85.8K 0.54% 30
2023
Q2 		$2.15M Sell
16,480
-5,870
-26% -$670K 0.57% 29
2023
Q1 		$2.31M Buy
22,350
+19,278
+628% +$1.86M 0.56% 31
2022
Q4 		$258K Buy
+3,072
New +$303K 0.08% 88

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Callan Family Office's AMZN Position: Q2 2026 in Review

Callan Family Office increased its Amazon (AMZN) stake by 0.55% in Q2 2026, buying an estimated $622K and bringing the position to 454,551 shares worth $108M. The position accounts for 2.12% of the portfolio, ranked #7.

Callan Family Office first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Callan Family Office held 454,551 shares of Amazon worth $108M as of Q2 2026.
  • Callan Family Office bought 2,477 Amazon shares in Q2 2026, an estimated $622K.
  • Amazon made up 2.12% of Callan Family Office's portfolio in Q2 2026, its #7 holding.
  • Callan Family Office first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.