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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
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 $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

Callan Family Office's AMZN Position: Q1 2026 in Review

Callan Family Office reduced its Amazon (AMZN) stake by 1.5% in Q1 2026, selling an estimated $1.51M and leaving 452,074 shares worth $94.2M. The position accounts for 2.14% of the portfolio, ranked #7.

Callan Family Office first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $106M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Callan Family Office held 452,074 shares of Amazon worth $94.2M as of Q1 2026.
  • Callan Family Office sold 6,870 Amazon shares in Q1 2026, an estimated $1.51M.
  • Amazon made up 2.14% of Callan Family Office's portfolio in Q1 2026, its #7 holding.
  • Callan Family Office first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Amazon position peaked at $106M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.