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Claris Financial’s Amazon AMZN Stock Holding History

Claris Financial’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 		$2.38M Buy
11,411
+239
+2% +$52.6K 1.3% 14
2025
Q4 		$2.58M Buy
11,172
+248
+2% +$56.7K 1.37% 14
2025
Q3 		$2.4M Buy
10,924
+2,046
+23% +$463K 1.36% 15
2025
Q2 		$1.95M Sell
8,878
-2,612
-23% -$517K 1.47% 17
2025
Q1 		$2.52M Hold
11,490
– – 1.66% 11
2024
Q4 		$2.52M Buy
+11,490
New +$2.35M 1.66% 11

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

Claris Financial's AMZN Position: Q1 2026 in Review

Claris Financial increased its Amazon (AMZN) stake by 2.1% in Q1 2026, buying an estimated $52.6K and bringing the position to 11,411 shares worth $2.38M. The position accounts for 1.3% of the portfolio, ranked #14.

Claris Financial first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Claris Financial held 11,411 shares of Amazon worth $2.38M as of Q1 2026.
  • Claris Financial bought 239 Amazon shares in Q1 2026, an estimated $52.6K.
  • Amazon made up 1.3% of Claris Financial's portfolio in Q1 2026, its #14 holding.
  • Claris Financial first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Amazon position peaked at $2.58M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.