Charter Research & Investment Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Hold |
7,590
| – | – | 1.05% | 26 |
|
|
2025
Q4 | $1.75M | Hold |
7,590
| – | – | 1.17% | 26 |
|
|
2025
Q3 | $1.67M | Buy |
7,590
+180
| +2% | +$40.7K | 1.15% | 26 |
|
|
2025
Q2 | $1.63M | Sell |
7,410
-265
| -3% | -$52.4K | 1.21% | 27 |
|
|
2025
Q1 | $1.46M | Hold |
7,675
| – | – | 1.12% | 29 |
|
|
2024
Q4 | $1.68M | Buy |
7,675
+100
| +1% | +$20.5K | 1.28% | 24 |
|
|
2024
Q3 | $1.41M | Sell |
7,575
-75
| -1% | -$13.7K | 1.04% | 28 |
|
|
2024
Q2 | $1.48M | Buy |
7,650
+130
| +2% | +$23.9K | 1.16% | 27 |
|
|
2024
Q1 | $1.36M | Hold |
7,520
| – | – | 1.08% | 28 |
|
|
2023
Q4 | $1.14M | Hold |
7,520
| – | – | 0.95% | 31 |
|
|
2023
Q3 | $956K | Hold |
7,520
| – | – | 0.86% | 33 |
|
|
2023
Q2 | $980K | Buy |
7,520
+80
| +1% | +$9.14K | 0.81% | 35 |
|
|
2023
Q1 | $768K | Buy |
7,440
+1,400
| +23% | +$135K | 0.67% | 38 |
|
|
2022
Q4 | $507K | Hold |
6,040
| – | – | 0.49% | 50 |
|
|
2022
Q3 | $683K | Sell |
6,040
-60
| -1% | -$7.58K | 0.69% | 38 |
|
|
2022
Q2 | $648K | Hold |
6,100
| – | – | 0.59% | 42 |
|
|
2022
Q1 | $994K | Sell |
6,100
-380
| -6% | -$58.7K | 0.81% | 34 |
|
|
2021
Q4 | $1.08M | Sell |
6,480
-5,500
| -46% | -$941K | 0.85% | 33 |
|
|
2021
Q3 | $1.97M | Hold |
11,980
| – | – | 1.63% | 24 |
|
|
2021
Q2 | $2.06M | Sell |
11,980
-120
| -1% | -$19.9K | 1.71% | 21 |
|
|
2021
Q1 | $1.87M | Buy |
12,100
+40
| +0.3% | +$6.34K | 1.64% | 21 |
|
|
2020
Q4 | $1.96M | Sell |
12,060
-140
| -1% | -$22.3K | 1.89% | 19 |
|
|
2020
Q3 | $1.92M | Sell |
12,200
-200
| -2% | -$31.5K | 2.1% | 16 |
|
|
2020
Q2 | $1.71M | Buy |
12,400
+260
| +2% | +$31.4K | 1.97% | 18 |
|
|
2020
Q1 | $1.18M | Buy |
12,140
+200
| +2% | +$19.4K | 1.56% | 24 |
|
|
2019
Q4 | $1.1M | Buy |
11,940
+460
| +4% | +$40.7K | 1.12% | 31 |
|
|
2019
Q3 | $996K | Sell |
11,480
-4,400
| -28% | -$408K | 1.08% | 34 |
|
|
2019
Q2 | $1.5M | Hold |
15,880
| – | – | 1.67% | 23 |
|
|
2019
Q1 | $1.41M | Hold |
15,880
| – | – | 1.56% | 26 |
|
|
2018
Q4 | $1.19M | Hold |
15,880
| – | – | 1.51% | 28 |
|
|
2018
Q3 | $1.59M | Hold |
15,880
| – | – | 1.73% | 21 |
|
|
2018
Q2 | $1.35M | Hold |
15,880
| – | – | 1.55% | 30 |
|
|
2018
Q1 | $1.15M | Hold |
15,880
| – | – | 1.37% | 33 |
|
|
2017
Q4 | $929K | Buy |
+15,880
| New | +$874K | 1.04% | 34 |
|
|
2016
Q3 | $519K | Hold |
12,400
| – | – | 0.61% | 43 |
|
|
2016
Q2 | $444K | Hold |
12,400
| – | – | 0.51% | 45 |
|
|
2016
Q1 | $368K | Hold |
12,400
| – | – | 0.42% | 51 |
|
|
2015
Q4 | $419K | Hold |
12,400
| – | – | 0.49% | 48 |
|
|
2015
Q3 | $317K | Hold |
12,400
| – | – | 0.42% | 52 |
|
|
2015
Q2 | $269K | Hold |
12,400
| – | – | 0.3% | 63 |
|
|
2015
Q1 | $231K | Buy |
+12,400
| New | +$218K | 0.26% | 68 |
|
Other funds holding AMZN
VCM
VPM
Charter Research & Investment Group's AMZN Position: Q1 2026 in Review
Charter Research & Investment Group held its Amazon (AMZN) position steady in Q1 2026 at 7,590 shares worth $1.58M. The position accounts for 1.05% of the portfolio, ranked #26.
Charter Research & Investment Group first reported a position in AMZN in Q1 2015 and has held it in 41 quarters since. The position peaked at $2.06M in Q2 2021. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Charter Research & Investment Group held 7,590 shares of Amazon worth $1.58M as of Q1 2026.
- Charter Research & Investment Group left its Amazon share count unchanged in Q1 2026.
- Amazon made up 1.05% of Charter Research & Investment Group's portfolio in Q1 2026, its #26 holding.
- Charter Research & Investment Group first reported a position in Amazon in Q1 2015 and has held it in 41 quarters since.
- Charter Research & Investment Group's Amazon position peaked at $2.06M in Q2 2021.
- 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.