DI
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Disciplined Investments’s Amazon AMZN Stock Holding History

Disciplined Investments’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 		$579K Sell
2,778
-1
-0% -$220 0.21% 79
2025
Q4 		$641K Buy
2,779
+705
+34% +$161K 0.25% 71
2025
Q3 		$455K Sell
2,074
-161
-7% -$36.4K 0.18% 84
2025
Q2 		$490K Buy
2,235
+62
+3% +$12.3K 0.21% 81
2025
Q1 		$413K Buy
2,173
+849
+64% +$184K 0.19% 89
2024
Q4 		$290K Buy
1,324
+186
+16% +$38.1K 0.14% 102
2024
Q3 		$212K Buy
+1,138
New +$208K 0.1% 109
2023
Q3 		– Sell
-654
Closed -$85.3K – 189
2023
Q2 		$85.3K Sell
654
-508
-44% -$58K 0.05% 164
2023
Q1 		$120K Buy
1,162
+637
+121% +$61.5K 0.05% 151
2022
Q4 		$44.1K Sell
525
-11,004
-95% -$1.09M 0.02% 216
2022
Q3 		$1.3M Sell
11,529
-1,041
-8% -$132K 0.6% 46
2022
Q2 		$1.33M Buy
12,570
+11,570
+1,157% +$1.45M 0.6% 45
2022
Q1 		$163K Sell
1,000
-60
-6% -$9.27K 0.07% 134
2021
Q4 		$177K Buy
1,060
+280
+36% +$47.9K 0.08% 118
2021
Q3 		$128K Buy
780
+560
+255% +$96.6K 0.06% 130
2021
Q2 		$38K Hold
220
– – 0.02% 214
2021
Q1 		$34K Buy
220
+60
+38% +$9.51K 0.02% 198
2020
Q4 		$26K Sell
160
-20
-11% -$3.19K 0.02% 186
2020
Q3 		$28K Buy
180
+60
+50% +$9.46K 0.02% 196
2020
Q2 		$17K Hold
120
– – 0.01% 239
2020
Q1 		$12K Buy
120
+60
+100% +$5.81K 0.01% 256
2019
Q4 		$6K Buy
+60
New +$5.31K 0.01% 321

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

Disciplined Investments's AMZN Position: Q1 2026 in Review

Disciplined Investments reduced its Amazon (AMZN) stake by 0.04% in Q1 2026, selling an estimated $220 and leaving 2,778 shares worth $579K. The position accounts for 0.21% of the portfolio, ranked #79.

Disciplined Investments first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.33M in Q2 2022. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Disciplined Investments held 2,778 shares of Amazon worth $579K as of Q1 2026.
  • Disciplined Investments sold 1 Amazon share in Q1 2026, an estimated $220.
  • Amazon made up 0.21% of Disciplined Investments's portfolio in Q1 2026, its #79 holding.
  • Disciplined Investments first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • Disciplined Investments's Amazon position peaked at $1.33M in Q2 2022.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.