Diversified Portfolios Inc’s Amazon AMZN Stock Holding History

Diversified Portfolios Inc’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	$2.85M	Sell	13,670 -262	-2%	-$57.7K	0.23%	61
2025 Q4	$3.22M	Buy	13,932 +616	+5%	+$141K	0.27%	54
2025 Q3	$2.92M	Sell	13,316 -52	-0.4%	-$11.8K	0.26%	55
2025 Q2	$2.93M	Buy	13,368 +551	+4%	+$109K	0.28%	54
2025 Q1	$2.44M	Sell	12,817 -1,104	-8%	-$240K	0.26%	55
2024 Q4	$3.05M	Buy	13,921 +240	+2%	+$49.1K	0.33%	52
2024 Q3	$2.55M	Buy	13,681 +90	+0.7%	+$16.4K	0.29%	56
2024 Q2	$2.63M	Buy	13,591 +5,561	+69%	+$1.02M	0.35%	48
2024 Q1	$1.45M	Buy	8,030 +115	+1%	+$19.2K	0.2%	58
2023 Q4	$1.2M	Buy	7,915 +381	+5%	+$53.4K	0.19%	58
2023 Q3	$958K	Sell	7,534 -466	-6%	-$62.4K	0.18%	62
2023 Q2	$1.04M	Sell	8,000 -380	-5%	-$43.4K	0.21%	58
2023 Q1	$866K	Buy	8,380 +750	+10%	+$72.5K	0.19%	65
2022 Q4	$641K	Buy	7,630 +1,550	+25%	+$153K	0.15%	76
2022 Q3	$687K	Buy	6,080 +1,960	+48%	+$248K	0.18%	66
2022 Q2	$438K	Sell	4,120 -1,760	-30%	-$220K	0.12%	80
2022 Q1	$958K	Sell	5,880 -560	-9%	-$86.5K	0.23%	60
2021 Q4	$1.07M	Buy	6,440 +100	+2%	+$17.1K	0.26%	53
2021 Q3	$1.04M	Sell	6,340 -180	-3%	-$31K	0.29%	44
2021 Q2	$1.12M	Buy	6,520 +520	+9%	+$86.4K	0.42%	34
2021 Q1	$928K	Sell	6,000 -1,160	-16%	-$184K	0.31%	39
2020 Q4	$1.17M	Buy	7,160 +2,160	+43%	+$345K	0.42%	27
2020 Q3	$787K	Buy	5,000 +2,900	+138%	+$457K	0.34%	32
2020 Q2	$290K	Sell	2,100 -180	-8%	-$21.7K	0.14%	49
2020 Q1	$222K	Sell	2,280 -1,640	-42%	-$159K	0.12%	52
2019 Q4	$362K	Hold	3,920	–	–	0.17%	42
2019 Q3	$340K	Buy	3,920 +680	+21%	+$63.1K	0.17%	39
2019 Q2	$307K	Sell	3,240 -180	-5%	-$16.8K	0.17%	34
2019 Q1	$305K	Buy	3,420 +620	+22%	+$51.6K	0.17%	41
2018 Q4	$210K	Buy	2,800 +440	+19%	+$36.6K	0.13%	47
2018 Q3	$236K	Sell	2,360 -220	-9%	-$20.7K	0.13%	45
2018 Q2	$219K	Buy	+2,580	New	+$205K	0.12%	45
2017 Q1	–	Sell	-6,840	Closed	-$256K	–	51
2016 Q4	$256K	Sell	6,840 -700	-9%	-$27.4K	0.16%	38
2016 Q3	$316K	Sell	7,540 -2,180	-22%	-$83.4K	0.2%	30
2016 Q2	$348K	Hold	9,720	–	–	0.22%	33
2016 Q1	$289K	Hold	9,720	–	–	0.18%	34
2015 Q4	$328K	Sell	9,720 -120	-1%	-$3.78K	0.21%	31
2015 Q3	$252K	Buy	9,840 +1,900	+24%	+$48K	0.17%	41
2015 Q2	$209K	Buy	+7,940	New	+$166K	0.13%	47

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

Diversified Portfolios Inc's AMZN Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Amazon (AMZN) stake by 1.9% in Q1 2026, selling an estimated $57.7K and leaving 13,670 shares worth $2.85M. The position accounts for 0.23% of the portfolio, ranked #61.

Diversified Portfolios Inc first reported a position in AMZN in Q2 2015 and has held it in 39 quarters since. The position peaked at $3.22M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Diversified Portfolios Inc held 13,670 shares of Amazon worth $2.85M as of Q1 2026.
Diversified Portfolios Inc sold 262 Amazon shares in Q1 2026, an estimated $57.7K.
Amazon made up 0.23% of Diversified Portfolios Inc's portfolio in Q1 2026, its #61 holding.
Diversified Portfolios Inc first reported a position in Amazon in Q2 2015 and has held it in 39 quarters since.
Diversified Portfolios Inc's Amazon position peaked at $3.22M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.