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Castleview Partners’s Amazon AMZN Stock Holding History

Castleview Partners’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 		$1.24M Sell
5,945
-2,064
-26% -$454K 0.63% 34
2025
Q4 		$1.85M Sell
8,009
-279
-3% -$63.8K 0.92% 24
2025
Q3 		$1.82M Sell
8,288
-685
-8% -$155K 0.99% 24
2025
Q2 		$1.97M Sell
8,973
-1,271
-12% -$252K 1.27% 17
2025
Q1 		$1.95M Sell
10,244
-2,842
-22% -$617K 1.32% 14
2024
Q4 		$2.88M Sell
13,086
-2,547
-16% -$521K 1.55% 6
2024
Q3 		$2.91M Sell
15,633
-370
-2% -$67.5K 1.68% 6
2024
Q2 		$3.09M Sell
16,003
-8,512
-35% -$1.56M 1.76% 6
2024
Q1 		$4.42M Buy
24,515
+4,089
+20% +$683K 2.47% 3
2023
Q4 		$3.1M Buy
20,426
+1,326
+7% +$186K 2.17% 4
2023
Q3 		$2.43M Sell
19,100
-967
-5% -$130K 2.24% 5
2023
Q2 		$2.62M Sell
20,067
-359
-2% -$41K 2.36% 6
2023
Q1 		$2.11M Buy
+20,426
New +$1.97M 1.87% 8
2022
Q4 		– Sell
-17,827
Closed -$2.01M – 647
2022
Q3 		$2.01M Buy
17,827
+16,671
+1,442% +$2.11M 1.92% 9
2022
Q2 		$2.9K Sell
1,156
-9,544
-89% -$1.19M ﹤0.01% 604
2022
Q1 		$1.74M Sell
10,700
-76,212,300
-100% -$11.8B 1.08% 12
2021
Q4 		$1.14K Buy
+76,223,000
New +$13B 0.01% 371
2021
Q2 		$2.4M Buy
+13,940
New +$2.32M 1.05% 15
2018
Q1 		$813K Buy
+11,240
New +$804K 0.67% 39

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

Castleview Partners's AMZN Position: Q1 2026 in Review

Castleview Partners reduced its Amazon (AMZN) stake by 26% in Q1 2026, selling an estimated $454K and leaving 5,945 shares worth $1.24M. The position accounts for 0.63% of the portfolio, ranked #34.

Castleview Partners first reported a position in AMZN in Q1 2018 and has held it in 19 quarters since. The position peaked at $4.42M in Q1 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Castleview Partners held 5,945 shares of Amazon worth $1.24M as of Q1 2026.
  • Castleview Partners sold 2,064 Amazon shares in Q1 2026, an estimated $454K.
  • Amazon made up 0.63% of Castleview Partners's portfolio in Q1 2026, its #34 holding.
  • Castleview Partners first reported a position in Amazon in Q1 2018 and has held it in 19 quarters since.
  • Castleview Partners's Amazon position peaked at $4.42M in Q1 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.