Charis Legacy Partners’s Amazon AMZN Stock Holding History

Charis Legacy 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
2025 Q4	–	Sell	-941	Closed	-$207K	–	28
2025 Q3	$207K	Buy	+941	New	+$213K	0.31%	29

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charis Legacy Partners's AMZN Position: Q4 2025 in Review

Charis Legacy Partners sold out of Amazon (AMZN) in Q4 2025, closing a stake of 941 shares — an estimated $207K sold.

Charis Legacy Partners first reported a position in AMZN in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

Charis Legacy Partners reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
Charis Legacy Partners sold 941 Amazon shares in Q4 2025, an estimated $207K.
Charis Legacy Partners first reported a position in Amazon in Q3 2025 and held it in 1 quarter.
Charis Legacy Partners's Amazon position peaked at $207K in Q3 2025.
6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Charis Legacy Partners's 13F filing for Q4 2025, filed 8 Jan 2026.