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Clio Asset Management’s Amazon AMZN Stock Holding History

Clio Asset Management’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 		– Sell
-6,000
Closed -$1.38M – 17
2025
Q4 		$1.38M Hold
6,000
– – 1.08% 13
2025
Q3 		$1.32M Hold
6,000
– – 0.98% 13
2025
Q2 		$1.32M Hold
6,000
– – 1.03% 13
2025
Q1 		$1.14M Hold
6,000
– – 0.91% 13
2024
Q4 		$1.32M Buy
+6,000
New +$1.23M 0.97% 13

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

Clio Asset Management's AMZN Position: Q1 2026 in Review

Clio Asset Management sold out of Amazon (AMZN) in Q1 2026, closing a stake of 6,000 shares — an estimated $1.38M sold.

Clio Asset Management first reported a position in AMZN in Q4 2024 and held it in 5 quarters. The position peaked at $1.38M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Clio Asset Management reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Clio Asset Management sold 6,000 Amazon shares in Q1 2026, an estimated $1.38M.
  • Clio Asset Management first reported a position in Amazon in Q4 2024 and held it in 5 quarters.
  • Clio Asset Management's Amazon position peaked at $1.38M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Clio Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.