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Carroll Investors’s Amazon AMZN Stock Holding History

Carroll Investors’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 		$5.85M Sell
28,098
-51
-0.2% -$11.2K 3.13% 11
2025
Q4 		$6.5M Sell
28,149
-5,073
-15% -$1.16M 3.11% 10
2025
Q3 		$7.31M Buy
33,222
+4,996
+18% +$1.13M 3.54% 9
2025
Q2 		$6.22M Buy
28,226
+278
+1% +$55K 3.29% 12
2025
Q1 		$5.33M Sell
27,948
-254
-0.9% -$55.1K 3.55% 10
2024
Q4 		$6.2M Buy
28,202
+1,869
+7% +$382K 3.49% 11
2024
Q3 		$4.91M Buy
26,333
+2,247
+9% +$410K 3.22% 11
2024
Q2 		$4.68M Buy
24,086
+839
+4% +$154K 3.28% 11
2024
Q1 		$4.19M Sell
23,247
-5,190
-18% -$866K 3.16% 11
2023
Q4 		$4.33M Sell
28,437
-2,939
-9% -$412K 3.59% 10
2023
Q3 		$3.98M Sell
31,376
-288
-0.9% -$38.6K 3.53% 11
2023
Q2 		$4.11M Sell
31,664
-2,270
-7% -$259K 3.09% 11
2023
Q1 		$3.5M Sell
33,934
-26,400
-44% -$2.55M 2.86% 11
2022
Q4 		$5.07M Sell
60,334
-7,536
-11% -$744K 5.37% 7
2022
Q3 		$7.68M Buy
67,870
+1,257
+2% +$159K 6.19% 6
2022
Q2 		$7.07M Sell
66,613
-14,567
-18% -$1.82M 6.43% 8
2022
Q1 		$13.2M Buy
81,180
+2,780
+4% +$430K 8.41% 3
2021
Q4 		$13M Buy
+78,400
New +$13.4M 7.38% 3

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

Carroll Investors's AMZN Position: Q1 2026 in Review

Carroll Investors reduced its Amazon (AMZN) stake by 0.18% in Q1 2026, selling an estimated $11.2K and leaving 28,098 shares worth $5.85M. The position accounts for 3.13% of the portfolio, ranked #11.

Carroll Investors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.2M in Q1 2022. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Carroll Investors held 28,098 shares of Amazon worth $5.85M as of Q1 2026.
  • Carroll Investors sold 51 Amazon shares in Q1 2026, an estimated $11.2K.
  • Amazon made up 3.13% of Carroll Investors's portfolio in Q1 2026, its #11 holding.
  • Carroll Investors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Carroll Investors's Amazon position peaked at $13.2M in Q1 2022.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.