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Concurrent Investment Advisors’s Amazon AMZN Stock Holding History

Concurrent Investment 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 		$41.7K Buy
+200
New +$44K ﹤0.01% 1879
2025
Q3 		– Sell
-200
Closed -$43.9K – 1502
2025
Q2 		$43.9K Buy
+200
New +$39.6K ﹤0.01% 1353
2025
Q1 		– Sell
-1,100
Closed -$241K – 1240
2024
Q4 		$241K Buy
1,100
+1,000
+1,000% +$205K 0.01% 919
2024
Q3 		$18.6K Hold
100
– – ﹤0.01% 1060
2024
Q2 		$19.3K Hold
100
– – ﹤0.01% 959
2024
Q1 		$18K Buy
+100
New +$16.7K ﹤0.01% 898

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

Concurrent Investment Advisors's AMZN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Amazon (AMZN) stake by 1.6% in Q1 2026, buying an estimated $2.32M and bringing the position to 656,416 shares worth $137M. The position accounts for 1.49% of the portfolio, ranked #7.

Concurrent Investment Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $149M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Concurrent Investment Advisors held 656,416 shares of Amazon worth $137M as of Q1 2026.
  • Concurrent Investment Advisors bought 10,531 Amazon shares in Q1 2026, an estimated $2.32M.
  • Amazon made up 1.49% of Concurrent Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Concurrent Investment Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Amazon position peaked at $149M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.