Claris Advisors’s Amazon AMZN Stock Holding History

Claris Advisors’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	$1.58M	Sell	7,594 -72	-0.9%	-$15.9K	0.47%	27
2025 Q4	$1.77M	Sell	7,666 -110	-1%	-$25.2K	0.54%	24
2025 Q3	$1.71M	Hold	7,776	–	–	0.59%	25
2025 Q2	$1.71M	Sell	7,776 -1,319	-15%	-$261K	0.59%	25
2025 Q1	$1.73M	Sell	9,095 -661	-7%	-$143K	0.64%	25
2024 Q4	$2.14M	Buy	9,756 +2,083	+27%	+$426K	0.8%	21
2024 Q3	$1.43M	Buy	7,673 +4,474	+140%	+$816K	0.62%	23
2024 Q2	$618K	Buy	3,199 +39	+1%	+$7.16K	0.32%	30
2024 Q1	$570K	Buy	3,160 +521	+20%	+$87K	0.29%	29
2023 Q4	$401K	Hold	2,639	–	–	0.22%	33
2023 Q3	$335K	Hold	2,639	–	–	0.21%	34
2023 Q2	$344K	Sell	2,639 -101	-4%	-$11.5K	0.24%	32
2023 Q1	$283K	Sell	2,740 -814	-23%	-$78.6K	0.21%	35
2022 Q4	$299K	Sell	3,554 -178	-5%	-$17.6K	0.28%	40
2022 Q3	$422K	Sell	3,732 -208	-5%	-$26.3K	0.49%	14
2022 Q2	$418K	Hold	3,940	–	–	0.45%	17
2022 Q1	$642K	Buy	3,940 +200	+5%	+$30.9K	0.68%	11
2021 Q4	$624K	Buy	+3,740	New	+$640K	0.66%	11

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Claris Advisors's AMZN Position: Q1 2026 in Review

Claris Advisors reduced its Amazon (AMZN) stake by 0.94% in Q1 2026, selling an estimated $15.9K and leaving 7,594 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #27.

Claris Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Claris Advisors held 7,594 shares of Amazon worth $1.58M as of Q1 2026.
Claris Advisors sold 72 Amazon shares in Q1 2026, an estimated $15.9K.
Amazon made up 0.47% of Claris Advisors's portfolio in Q1 2026, its #27 holding.
Claris Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
Claris Advisors's Amazon position peaked at $2.14M in Q4 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.